The operating system for modern practices.
Run your whole practice — and delight your clients — from one place. Companies House on tap, deadline trackers that keep you ahead, and a client portal with a personal tax tracker. Billed simply, per user.
Everything a practice needs
One platform that replaces the spreadsheet sprawl — and gives your clients an experience that wins you referrals.
CRM, enriched with Companies House
Your client list stays current automatically — officers, filing history, year-ends and confirmation dates pulled straight from Companies House. No re-keying, no drift.
Deadline & status trackers
Accounts, confirmation statements, VAT and payroll in one prioritised worklist, sorted by what's due. Your team always knows the next thing — nothing slips.
A portal your clients love
Every client gets a secure area: documents, e-signing, and a personal tax tracker that shows exactly where their Self-Assessment is up to.
One login for the whole practice
Owners, staff and clients sign in at the same place and see exactly what they should. Invite your team, onboard clients, add seats as you grow.
Built for trust
Each practice's data is isolated. Role-based access, audit trails and secure document handling baked in from the ground up.
E-sign & onboard in minutes
Send letters of engagement and documents for signature, capture AML, and bring a new client live without the paperwork ping-pong.
Live in an afternoon
No migration project. Connect, organise, invite — and you're running.
Connect your clients
Import or add clients; Workdex enriches each with live Companies House data instantly.
Work from one place
Trackers surface every deadline and task. Your team stays organised without spreadsheets.
Delight your clients
Invite clients to their portal — documents, signatures and a tax tracker they actually understand.
Simple, per-user pricing
Pay for the seats your team uses. Clients in the portal are included, free.
Everything, for every staff seat. Unlimited clients in the portal.
- Companies House CRM + trackers
- Client portal & tax tracker
- E-signing & AML onboarding
- Unlimited client logins
- Role-based access & audit trail
Questions, answered
Is Workdex built for UK practices?
Yes — Companies House integration, Self-Assessment tracking and UK deadline logic are at the core.
How does pricing work?
Simple per-user subscriptions. You pay for the seats your team uses; clients in the portal are included.
Can multiple practices use it?
Workdex is multi-tenant. Each practice gets its own isolated workspace under one secure login.
How do clients get access?
You invite them by email; they set a password and land straight in their own client area.
Give your practice an unfair advantage.
Start free, invite your team, and bring your first clients online today.
Get started