Practice automation
Records chasing, deadline reminders, onboarding, AML re-checks, query lists. The work every practice does hundreds of times a year and nobody enjoys doing once.
More on this →Everything else on this site is written for businesses. This is written for the firms that look after them.
Chivvy was started by an accountant who runs a practice, and the first software it ever built was the platform that practice still runs on. Client onboarding, deadlines, records chasing, reporting, a portal clients will actually open.
So when a practice asks whether we understand the problem, the honest answer is that we had it first. What is on this page is the same work, built on the systems you already run rather than on a migration you have no appetite for.
Records chasing, deadline reminders, onboarding, AML re-checks, query lists. The work every practice does hundreds of times a year and nobody enjoys doing once.
More on this →Client packs produced without a partner rebuilding a spreadsheet, and — the one most firms never get to — a proper read on how the practice itself is doing.
More on this →Practice management, time, the ledgers, the portal and the inbox all hold part of the answer. Joined and owned by you, they finally hold the whole one.
More on this →If what you need is one of them, buying it is quicker and cheaper than having it built.
A white-label client portal, CRM and proposals for a practice. Chivvy's own product, from £49 a month. See it →
Sourcing, screening and deal management for firms buying other firms. The case study →
The platform Andy's own practice runs on, and where most of this started. The case study →
Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.
Straight to Andy, who'd be the one building it. No obligation, no follow-up sequence.