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For accountancy practices

Products and automation for the firms that look after small businesses, built by someone who runs one.

Software and automation for accountancy practices

Acquisition Engine
Practice Portal proposal
Accountin
Products for firms

Software that started inside an accountancy practice.

Chivvy was started by someone who runs an accountancy practice, and the first software it built was the system that practice is moving onto, now in testing. Client set-up, deadlines, records chasing, reporting, and a portal clients will open.

Each product below came out of that work. Where the job you need is not a product yet, we build it around the systems your firm already runs.

Accountin

Online accounting software for small practices. Waiting list.

More on Accountin →

Accountin Plus

CRM and practice management on top of Accountin. Coming soon.

More on Accountin Plus →

Accountin Operating System

Accountin and Accountin Plus, with AI workers. Coming soon.

More on Accountin Operating System →

Accountin Marketing

A website for your practice, with client guides, blog posts and social posts. Coming soon.

More on Accountin Marketing →

Opportunity Engine

The work each client needs, found in their own figures. Waiting list.

More on Opportunity Engine →

Acquisition Engine

Finding and buying accountancy firms. Talk to us.

More on Acquisition Engine →

IDV Checker

Director identity checks for any company. Free.

More on IDV Checker →
Tools for the whole client list

Four jobs that run across every client at once.

Each one ends in a spreadsheet, a letter or a report, and each works from a spreadsheet the practice uploads or from the clients in Accountin. The practice's books can stay where they are.

Website quote

A quote form for the practice's own website. The prospect sees a priced proposal straight away and the enquiry lands in Accountin.

More on this →

MTD for Income Tax check

Which sole traders and landlords are caught by Making Tax Digital for Income Tax, from when, with a letter for each client.

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Benchmark report

A client's figures set against similar companies' accounts filed at Companies House, as a printable report.

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VAT status check

Every VAT-registered client's position at HMRC in one spreadsheet: returns due, what is owed, payments and penalties.

More on this →
Built to order

When the job isn't a product yet.

The same work, built around the systems your firm already runs, at a fixed price agreed before anything starts.

AI for accountancy practices

Drafting client emails, reading HMRC letters, building query lists and pre-checking accounts, set up so the AI drafts and someone in the firm decides.

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Practice automation

Records chasing, deadline reminders, new-client set-up, AML re-checks and query lists: the work every practice does hundreds of times a year.

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Practice reporting

Client packs produced without a partner rebuilding a spreadsheet, and a clear view of the practice's own recovery, work in progress, lock-up and fee mix.

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Joining up your systems

Practice management, time recording, the client ledgers, the portal and the inbox each hold part of the picture. Joined, and owned by you, they hold all of it.

More on this →
See it working

Try the Opportunity Engine on a made-up practice.

Three hundred fictional clients, the real Accountin screens, and the tax, cash, funding and protection work it finds in their figures. No login.

More help for your firm

Other people we work with who serve accountancy firms.

Separate firms, each doing one job for accountancy practices.

Optivo

Operating leadership for accountancy firms: a fractional COO, an interim COO or an Integrator, for founder-led firms that have outgrown informal ways of working.

Visit Optivo →

Muckin

An outsourced team for UK practices: accounts production, back office and marketing, with the accounts work reviewed by a UK practice.

Visit Muckin →

Altro Partners

A partnership between accountancy firms and Equity & General, so the firm's clients get regulated financial planning alongside their accounts and tax work.

Visit Altro Partners →

AD Solicitors

The legal work underneath your clients' numbers, from loan accounts and charges to shares in a late parent's name, done alongside the firm.

AD Solicitors for accountants →

Tell us what your firm repeats.

The job your team does hundreds of times a year. We'll tell you whether it's a product we already have, a build, or a job to leave alone.

To: Andy Jackson, Chivvy

Hi Andy, I'm . The job that keeps not getting done is . You can reach me at .

It goes to Andy, and he replies himself. Or book a 30-minute call.