Purpose-built for UK accountancy
One platform for your entire practice.
Cloudclerk replaces the patchwork of tools slowing your firm down. Clients, documents, invoices, compliance, and workflows — all in one place, updating in real time.
Built by accountants, for accountants
Designed with input from UK practices managing 500+ clients
Launching 2026
The Problem
Your firm deserves better than five disconnected systems.
Most UK accountancy practices run on a mix of ageing software, shared drives, and email chains. Staff re-key the same data into multiple systems. Clients send documents by email and nobody knows which version is current. Managers chase progress in spreadsheets. Deadlines get missed because the information lives in someone's head.
Legacy tools like DocuSoft, Iris, and CCH were built for a different era. They're expensive per seat, painful on mobile, and they don't talk to each other.
Integrates with the tools you already use
0+
Legacy tools replaced
0
Views per client record
0
Manager roles per client
0
Daily automations
Features
Everything your practice needs. Nothing it doesn't.
Client management
Every client, contact, engagement, and tax date in a single record. Seven manager roles per client mean the right person is always assigned.
Document storage
Secure, organised document management with folder templates that mirror standard UK filing structures. AI-powered smart uploads suggest the right folder automatically.
Invoicing
Draft to payment in one flow. Line items, credit notes, partial payments, and PDF generation.
Workflow engine
Encode your firm's procedures as repeatable process templates that auto-initiate from tax dates.
Client portal
A branded portal your clients will actually use. Document requests, e-signatures, invoices, and messaging.
Real-time collaboration
Every action broadcasts instantly. If a colleague updates a record while you're viewing it, you see the change immediately. Presence indicators show who's looking at what.
UK compliance built in
HMRC obligation tracking and MTD integration. Companies House lookups. AML/KYC risk assessments with the checks UK regulations require.
Communications
Microsoft 365 and Gmail email integration, WhatsApp messaging, in-app conversations, email campaigns with merge fields, and @mentions across the platform.
Why Switch
The old way vs. the Cloudclerk way
Email documents back and forth
Structured document requests with upload tracking
Chase progress in spreadsheets
Workflows auto-initiate from tax dates
Re-key data across five systems
One client record with twelve integrated views
Per-seat licensing that punishes growth
Flat pricing — unlimited users included
Manual compliance checklists
Ten built-in AML checks with evidence uploads
Refresh the page to see changes
Real-time updates across every screen
Getting Started
Up and running in an afternoon.
1
Set up your firm
Add your organisation details, invite your team, and configure billing grades. No per-seat limits to worry about.
2
Import your clients
Create client records manually or sync contacts from Xero. Set up engagement types, tax dates, and manager assignments.
3
Build your workflows
Define process templates for your standard procedures. Assign stages to roles. The system handles initiation, assignment, and tracking from there.
4
Invite your clients
Grant portal access to client contacts. They get a branded self-service experience for documents, invoices, proposals, and messages.
Compare
How Cloudclerk stacks up
See how we compare to the legacy tools your firm might be using today.
| Feature | Cloudclerk | DocuSoft | Iris | CCH | TaxCalc |
|---|---|---|---|---|---|
| Real-time collaboration | |||||
| Client portal included | |||||
| No per-seat pricing | |||||
| HMRC MTD integration | |||||
| Companies House lookups | |||||
| Built-in AML/KYC checks | |||||
| Workflow automation | |||||
| E-signatures | |||||
| Email integration (365/Gmail) | |||||
| WhatsApp messaging | |||||
| Xero sync | |||||
| AI-powered features | |||||
| Modern web interface | |||||
| Mobile-friendly |
Based on publicly available information as of March 2026. "Partial" indicates the feature exists but with limitations or requires add-ons.
Pricing
Simple pricing, no surprises.
One price for your whole team. No per-seat fees, no hidden costs, no modules.
£0/month
Try Cloudclerk with your first 2 clients
- All features
- 2 clients
- Unlimited users
- UK hosted
- GDPR compliant
Most Popular
Claim your spot£79
£49/month
Lock in early bird pricing — goes to £79 after launch
- All features
- Unlimited clients
- Unlimited users
- UK hosted
- GDPR compliant
- Priority support
A 5-person firm on Senta pays £116/month. On Karbon? £465/month. On Cloudclerk: £49 for the whole team.
GDPR compliantUK hostedFull audit trailHMRC integrated
FAQ
Common questions
Get Started
Ready to run your practice from one place?
Book a 20-minute demo and see how Cloudclerk fits your firm.
Not ready for a demo?
Join the waitlist
Be the first to know when Cloudclerk launches.
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