Book a demo

    The onboarding software built for tax advisers

    Send specialist enquiries straight to the right adviser, politely decline work that isn't a fit, and get the engagement letter signed and AML checks done before the advice begins.

    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 tax advisers?

    Client onboarding software helps a tax advisory practice take on new clients without the manual admin. strively screens enquiries against your rules, routes specialist work to the right adviser on the Team plan, sends web proposals rather than PDFs, and onboards new clients with an e-signed engagement letter and AML checks.

    Built around how tax advisers take on clients

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

    Every R&D enquiry lands with whoever happens to pick up the phone.

    Specialist enquiries are routed straight to the right adviser's calendar on the Team plan.Meeting booking

    We're asked to quote for basic returns when we only take on specialist work.

    Set rules for the work you take on, and anything that isn't a fit is declined automatically.Enquiry forms

    In January, specialist enquiries get lost among self assessment deadlines.

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

    How strively works for tax advisers

    One automated journey from specialist enquiry to a signed, checked client.

    1. Screen enquiries

      Decline work outside your specialism, and ask the questions you need answered before a call.

      Enquiry forms →

    2. Route to the specialist

      Each enquiry books a call with the adviser who handles that work, on the Team plan.

      Meeting booking →

    3. Propose your fee

      Set out the scope and fee in a web proposal, and see when the prospect has read it.

      Web proposals →

    4. Onboard before advising

      Engagement letter e-signed and AML checks run before the work begins.

      Engagement letters →

    Enquiry rules written for tax advisers

    Decide which work you take on and who handles it, and strively applies your rules to every enquiry.

    • Route R&D enquiries to your specialist
    • Decline basic returns that aren't specialist work
    • Send property tax enquiries to the right adviser

    Your rules · Team plan routing

    IfService is R&D tax reliefSarah
    IfService is capital gains on propertyTom
    IfOnly needs a basic tax returnDecline
    Applied to every new enquiry

    Every strively feature, set up for tax advisers

    From the first enquiry to a fully onboarded client.

    Enquiry formsDecline work that isn't within your specialism. WaitlistKeep specialist enquiries warm through January, with your own message. Meeting bookingSpecialist enquiries routed to the right adviser's calendar. Automated chasersReminders before every specialist call, sent for you. Web proposalsSpecialist fees set out clearly, and tracked section by section. E-signaturesProposals and engagement letters signed online. Pipeline reportingSee how each adviser converts the enquiries routed to them. Engagement lettersScope agreed in writing before the advice begins. Document collectionThe facts of each case gathered before the advice begins. AML checksChecks for every new client, kept together in AML HQ. Direct debit mandatesFees set up through your Adfin mandate.

    Why tax advisers 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 tax advisers

    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 tax advisers?

    Client onboarding software helps a tax advisory practice take on new clients without the manual admin. strively screens enquiries, routes specialist work to the right adviser, sends web proposals and onboards new clients with an e-signed engagement letter and AML checks.

    Can strively send enquiries to a specific adviser?

    Yes. On the Team plan, enquiries can be routed to the right specialist, so each prospect books a call with the adviser who handles that kind of work.

    Can strively turn away work that isn't specialist advice?

    Yes. You set rules for the work you take on, such as declining basic tax returns, and strively applies them to every enquiry.

    Are engagement letters and AML checks done before the work starts?

    Yes. Once a proposal is accepted, the client signs their engagement letter online and AML checks run in AML HQ as part of onboarding.

    What happens to enquiries during January?

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

    How much does strively cost for a tax advisory practice?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. Routing enquiries to specialists is part of the Team plan. AML checks run in AML HQ, which has its own monthly charge.

    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 tax practice

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

    Book a demo