Save Time. Get It Right.
The complete modular suite for UK accountants. From client management to HMRC compliance, everything you need to run your practice efficiently.
One Suite. Four Powerful Tools.
Choose the tools you need. Use them independently or together for maximum efficiency.
GetMyProposals
Client AcquisitionProfessional proposal generation and client onboarding. Create branded proposals, engagement letters, and seamlessly onboard new clients into your CRM.
- ✓ Proposal templates
- ✓ Engagement letters
- ✓ Digital signatures
- ✓ Automated onboarding
- ✓ CRM integration
GetMyResearch
ComplianceAI-powered HMRC search and tax research tool. Quick access to verified HMRC guidelines, tax codes, and regulatory information to ensure compliance and accuracy.
- ✓ HMRC guidelines search
- ✓ Tax code lookup
- ✓ AI-powered answers
- ✓ Source verification
- ✓ Mobile access
GetMyBooks
Core PlatformYour central CRM and client management hub. Track all client interactions, manage relationships, and keep comprehensive client records in one place. Seamlessly integrates with Xero.
- ✓ Client relationship management
- ✓ Interaction tracking & history
- ✓ Document management
- ✓ Task & deadline reminders
- ✓ Practice analytics
GetMyReceipts
Expense ManagementSmart receipt scanning with AI-powered categorization. Automatically capture, classify, and match receipts to transactions. Never lose a receipt again.
- ✓ Mobile receipt capture
- ✓ AI categorization
- ✓ Duplicate detection
- ✓ Xero sync
- ✓ Expense tracking
Seamlessly Connected
All tools integrate with GetMyBooks, your central CRM hub. Use them individually or together for maximum efficiency.
Research
Receipts
Central CRM Hub
Proposals
Two-Way Sync
Data flows seamlessly between all tools. Update once, reflect everywhere.
Unified Experience
Single login, consistent interface, and shared client data across all products.
Modular Pricing
Pay only for what you use. Start with one tool, add more as you grow.
Flexible Pricing
Pay only for what you use. Pricing designed to grow with your practice.
Modular Pricing Plans
We're finalizing pricing that works for practices of all sizes. Our modular approach means you only pay for the tools you need.
Start Free
Try any module with our free tier
Modular Options
Choose individual tools or bundles
Scale as You Grow
Add more tools when you're ready
✨ Early adopters get special launch pricing