Worked example: a two-partner practice goes digital-first

Note: this is an illustrative worked example, not a testimonial — we do not publish invented quotes.

Consider a two-partner practice with sixty clients: thirty companies, twenty sole traders and ten employers with staff. On the Free-to-Business ladder, the practice would run sixty clients on Business (£69/mo) with ten team seats — comfortably covering both partners plus part-time staff.

Weekly rhythm: Monday morning triages deadlines via the dashboard overview. Client queries become calculator runs — dividend planning, VAT partial exemption guesses, redundancy pay checks — each saveable against the client record so the reasoning survives the phone call.

Month-end: receipt envelopes from eight bookkeeping-heavy clients go through document scans. Sixty documents a month sits well inside quota; the confirmed extractions feed ledger entries ready for export.

Year-end: every calculation run during the year is already attached to its client with inputs, outputs and tax year recorded. The partners review exports instead of reconstructing spreadsheets.

Total software cost: £828 a year, priced like a phone contract rather than a consulting engagement.