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    The onboarding software built for accountancy practices

    Turn away the enquiries you'd never take on, let the right ones book a call, send proposals that aren't PDFs and onboard new limited company and sole trader clients without the paperwork.

    Book a demo See how it works

    Plans from £110 a month. Made by accountants who run a UK practice.

    An example strively web proposal from striveX. It opens with the heading Award-Winning Accountants for Growing UK Businesses beside a photo of the firm's office, a sidebar of sections from Introduction to Next steps, a contact card for Jaya Meadows in Business Development with a Message Jaya button, and a personal introduction to the proposal.

    What is client onboarding software for accountants?

    Client onboarding software helps an accountancy practice take on new clients without the manual admin. strively screens enquiries against your rules, lets the right prospects book a call, sends web proposals rather than PDFs, and onboards new clients with an e-signed engagement letter, AML checks and direct debit set-up through Adfin.

    Built around how accountancy practices take on clients

    We run an accountancy practice too. Do these sound familiar?

    We lost an afternoon to a discovery call with someone who only wanted a £150 tax return.

    Enquiries are checked against your rules first. Work below your minimum fee is declined before it reaches your diary.Enquiry forms

    In January, new enquiries sit unanswered while the team is buried in deadlines.

    Turn on the waitlist in busy periods like January. Enquiries are still screened, prospects get your custom message, and they're saved to a separate list to contact.Waitlist

    A client said yes weeks ago, and we're still chasing the engagement letter and their ID.

    Once a proposal is accepted, the engagement letter is signed online, AML checks run and the client is added to your Adfin mandate.Engagement letters

    How strively works for accountants

    One automated journey from first enquiry to fully onboarded client.

    1. Screen enquiries

      Decline work below your minimum fee or with warning signs, such as an overdrawn director's loan account.

      Enquiry forms →

    2. Book the right person

      Company enquiries can book with a partner and sole traders with your team, routed on the Team plan.

      Meeting booking →

    3. Send one proposal

      Quote accounts, corporation tax, payroll and VAT in a single web proposal, and see what's been read.

      Web proposals →

    4. Onboard automatically

      UK engagement letter e-signed, AML checks run and direct debit set up through Adfin.

      Engagement letters →

    Enquiry rules written for accountants

    Decide what a good-fit client looks like for your practice, and strively applies it to every enquiry.

    • Decline clients with overdrawn loan accounts
    • Turn away work below your minimum fee
    • Accept the limited companies and sole traders you want

    Your rules

    IfDirector's loan account is overdrawnDecline
    IfOnly needs a self assessmentDecline
    IfLimited company, turnover £100k+Accept
    Applied to every new enquiry

    Every strively feature, set up for accountants

    From the first enquiry to a fully onboarded client.

    Enquiry formsScreen out poor-fit enquiries before they reach your diary. WaitlistKeep enquiries warm through January, with your own message. Meeting bookingProspects book discovery calls straight into your calendar. Automated chasersReminders and follow-ups sent for you, even in January. Web proposalsAccounts, tax and payroll in one proposal that isn't a PDF. E-signaturesProposals and engagement letters signed online. Pipeline reportingSee which services and client types convert best. Engagement lettersUK-format letters and terms of business. Document collectionUTRs and last year's accounts collected before year-end work. AML checksChecks for every director, kept together in AML HQ. Direct debit mandatesNew clients added to your Adfin mandate.

    Why accountants choose strively

    The things that save the most admin, compared with the tools UK practices use most.

    FeaturestrivelyIgnitionCompare →GoProposalCompare →FigsFlowCompare →SocketCompare →Better ProposalsCompare →PandaDocCompare →
    Automatic enquiry screening✓––––––
    Waitlist for busy periods✓––––––
    Built-in meeting booking✓–––~~–
    Web proposals, not PDFs✓✓–✓✓✓✓
    UK engagement letters✓✓~✓✓~~
    ✓ Yes~ Partly, add-on or through another tool– No or not foundChecked October 2026. See each comparison for details.

    "We built strively inside our own accounting firm, striveX, to automate the first stage of the client journey. Onboarding got smoother for our clients, and we saved a lot of time internally."

    James, Brad and Rachel · Founders, strively
    Read our story →

    Simple pricing for accountants

    Three fixed monthly plans, excluding VAT. AML HQ has its own monthly charge.

    Automate£110Report£135Team£220
    See pricing

    Frequently asked questions

    What is client onboarding software for accountants?

    Client onboarding software helps an accountancy practice take on new clients without the manual admin. strively screens enquiries, books discovery calls, sends web proposals and onboards new clients with an e-signed engagement letter, AML checks and direct debit set-up through Adfin.

    Is strively built for UK accountancy practices?

    Yes. strively was built inside striveX, a UK accounting firm, and includes UK-format engagement letters, AML checks in AML HQ and direct debit set-up through Adfin.

    Can strively turn away enquiries I don't want?

    Yes. You set rules for what a good-fit client looks like, such as declining clients with overdrawn loan accounts or work below your minimum fee, and strively applies them to every enquiry.

    Does strively replace my practice management software?

    No. strively focuses on winning and onboarding new clients. It doesn't do practice management, invoicing or recurring billing, so you keep your existing software for that.

    How much does strively cost for an accountancy practice?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. AML checks run in AML HQ, which has its own monthly charge.

    What happens to enquiries in busy periods like January?

    Turn on strively's waitlist. Enquiries still come in through your form and are screened against your rules as normal, prospects receive a custom message letting them know you'll be in touch, and they're added to a separate list so you can contact them when you're ready.

    How long does it take to get started?

    You set strively up yourself: add your services and fees, then your enquiry form, proposal templates and engagement letter. From then on, strively runs each step automatically, whichever plan you're on.

    See how much onboarding admin strively can take off your practice

    A 30-minute demo, tailored to your practice, using the kind of enquiries you get every week.

    Book a demo