For accountants & bookkeepers
Give your messiest self-employed clients a bookkeeping habit they’ll actually use
SubReady lets clients send receipts, expenses, income and CIS statements through WhatsApp while your practice gets organised, review-ready records throughout the year. Cleaner client records. Less chasing.
Why practices like SubReady
Better client record discipline, year-round
Fewer missing receipts
Clients capture as they go and AI flags gaps, so far less is missing when records reach you.
Accountant-ready packs
Receive a tidy, organised pack rather than a shoebox — structured and ready to review.
Clean invite & access
Clients invite you with the right permissions. You see what you need, nothing you don’t.
Improved visibility
See which clients are record-ready and which need a nudge — at a glance.
Less chasing
Records stay tidy through the year, so year-end is a review — not a rescue mission.
Practice Plan
Buy client seats in bulk from £3.99/client/month and set your clients up directly — see pricing below.
No migration required
Start with the clients who cause the most chasing
You don’t need to move your practice off anything. Pick the five or ten subcontractor and sole-trader clients whose records arrive latest and messiest — the shoebox clients — and put just those on SubReady. They keep sending receipts the way they already use their phone; you get organised records instead of January archaeology.
- Start from just 5 client seats — no practice-wide rollout
- Nothing changes for your other clients or your existing software
- Clients activate themselves on WhatsApp — you add a name and number
- Add seats as it proves itself; volume pricing drops as you grow
Accounting practices can start with a small number of self-employed/CIS clients and expand the rollout as the workflow proves useful.
The essentials
Practice Plan, plainly
- Minimum 5 client seats · volume-banded per-seat pricing (£5.99 / £4.99 / £3.99)
- Your practice pays one monthly bill — clients never pay
- You get: firm portal, read-only client books access, seat management, exports
- Clients get: full SubReady on WhatsApp + web, with your practice covering their seat
- Cancel anytime from your firm portal — no lock-in
- Firm signup is free; billing starts only when you're ready to add clients
- MTD: digital records and quarterly figures live today; direct HMRC submission pending HMRC production approval
How collaboration works
Your client does the capture. You get the clean pack.
Client invites you
With permission-based access, you only see what they intend to share.
Records stay tidy
Receipts, bank matches and jobs are organised throughout the year.
Gaps flagged
AI surfaces missing receipts and unclear items before year-end.
You get the pack
An organised, accountant-ready summary to work from.
Practice Plan
Buy client seats in bulk. Set your clients up directly.
One monthly bill to your practice — your clients never pay. Every seat is billed at the band your total lands in (26 clients = 26 × £4.99 = £129.74/month). Minimum 5 clients, cancel anytime.
5–25 clients
Getting started with a handful of subcontractor clients.
Billed monthly to the practice. Cancel anytime.
- WhatsApp capture for every client
- Your firm portal with read-only books access
- Accountant-ready records, year-round
26–50 clients
Every seat drops to the lower band price — all of them.
Billed monthly to the practice. Cancel anytime.
- WhatsApp capture for every client
- Your firm portal with read-only books access
- Accountant-ready records, year-round
51+ clients
Best per-seat rate for larger subcontractor books.
Billed monthly to the practice. Cancel anytime.
- WhatsApp capture for every client
- Your firm portal with read-only books access
- Accountant-ready records, year-round
Already set up? Open the firm portal
Set up your practice today
Firm signup is free and takes a few minutes. Start billing only when you're ready to add your first clients — or book a demo first.
14 days free · No card required · Takes about 60 seconds