Everything included — no add-ons, no extras
Engagement Letters & E-Signatures
Send legally compliant engagement letters in seconds. Auto-generated from client data. Clients sign on any device — draw or type their name. No account needed. SHA-256 audit trail on every document.
AML Customer Due Diligence Records
Record ID type, reference number, risk rating (Low/Medium/High), verified date and notes per client. Full CDD table with status badges. Meets MLRO record-keeping requirements for UK accountants.
MTD for Income Tax Tracker
Track every client's Making Tax Digital status, income threshold band (Now/2027/2028/Not in scope), software, enrolment date and next submission date. Automated reminders sent to client and accountant at 28, 14, 7, 3 and 1 day intervals.
Statutory Deadline Tracker
Auto-calculates CT600, Corporation Tax payment, Companies House accounts, VAT returns (all 4 quarters), Payroll RTI and Self Assessment deadlines per client. RAG status — Red, Amber, Green — so you never miss a deadline.
Professional Correspondence Hub
16 ready-made letter templates — GDPR data requests, Companies House reminders, VAT registration, Payroll setup, MTD enrolment and more. Send, track opens, and archive all client correspondence in one place.
Digital Client Onboarding
Send a branded onboarding form to new prospects. They fill in their details — company, services needed, entity type — and the system creates their client record automatically. No manual data entry.
GDPR Data Processing Agreements
Auto-generate a UK GDPR Article 28 compliant Data Processing Agreement for each client. Sent by email, acknowledged online. Full audit trail. Required under UK data protection law.
Companies House Auto-Lookup
Search Companies House instantly when adding a client. Auto-fills company name, registration number and registered address. No typing errors. Free — powered by the official Companies House API.
Escalating Automated Reminders
Gentle, firm, then urgent reminder emails sent automatically to unsigned clients. "Remind All" button sends to every overdue client in one click. WhatsApp follow-up link included for clients with a phone number.
Signed PDF Archive & CSV Export
Every signed document stored as a PDF. Both accountant and client receive an emailed copy instantly at signing. Download any time from the archive. Export your full client database — including AML and MTD data — as a dated CSV.
How we compare
Monthly cost
Xero Sign £60+ vs FirmReady £12
Per-document charge
Yes (most providers) vs Never
AML records built in
No vs Yes
MTD tracker built in
No vs Yes
MTD deadline tracker
No vs Yes — all deadlines auto-calculated
GDPR DPA auto-generation
No vs Yes — Article 28 compliant
Client onboarding portal
No vs Yes — digital forms, auto-creates records
UK-specific compliance
Generic global tools vs Built exclusively for UK practices
"We were spending £60+ a month just on e-signatures and still tracking AML in a spreadsheet. FirmReady replaced both for £12. The MTD tracker and deadline alerts alone are worth three times the price."
Practice Manager, Accounting Firm, Greater Manchester
Professional Plan
FirmReady
£
12
per month
+ VAT · billed monthly · cancel anytime
✓ 14-day free trial — no charge today
Everything included — one price
✓
Engagement letters & e-signatures✓
AML CDD records & risk ratings✓
MTD tracker with automated reminders✓
Statutory deadline tracker (CT, VAT, CH, SA)✓
GDPR Data Processing Agreements✓
Digital client onboarding forms✓
Companies House auto-lookup✓
Professional correspondence — 16 templates✓
Signed PDF archive & CSV export✓
Email support from The Practice team
FirmReady is a self-service software tool.
It does not include consultancy support, financial modelling, cash flow forecasting, business plan preparation or dedicated specialist access. If you need those services alongside the platform, our Practice Transformation Packages start from £79/month and include 2–10 hours of bespoke expert time per month.