For accountants, bookkeepers and small law firms

Every enquiry answered.
Every deadline in sight.

New enquiries get a reply the same day and book a consultation online. Engagement letters are signed from a link, deadlines become tasks for the whole team, and an email sequence asks clients for the records you need, so you are not chasing them in January.

Intake, client messages, deadlines and billing in one subscription, priced per practice.

Your CRM
app.autisync.com
Search anything…CAClaire AshcombeAshcombe & Reid Accountants
Inbox
Fenwick Joinery Ltd

Bank statements for September attached.

1h
Laura Price

Is my self-assessment on track?

Tue
Kite Studio

Can we add payroll for two new starters?

Oct 20
Your customer's phone
1 of 6

The evening enquiry doesn't wait

Website, email and WhatsApp enquiries come into one inbox. The assistant drafts a reply the same evening, so the prospect doesn't move on to the next firm.

A demo with an invented business. Click the highlighted button to move it on, or let it play.

The usual problems

Where a practice loses clients and evenings.

Enquiries nobody returns

A prospect emails or leaves a message, nobody gets back that day, and they sign with the next firm that answered.

“I never hear from them”

Clients feel left without news on their matter or their return, and say so in their reviews.

Records chased for months

Receipts and statements asked for in May arrive the week before the deadline, along with everyone else's.

Messages at 9pm, invoices paid late

Clients expect an instant answer on WhatsApp, and then take weeks to pay.

Your website

What your customers see, connected to what you see.

Every account comes with a website in your branding. Its booking calendar and contact form feed straight into the CRM, so a booking on the site appears in your diary and every enquiry lands in the inbox.

Live demo website: click to open
Ashcombe & Reid Accountants demo website on a laptop
Ashcombe & Reid Accountants demo website on a phone
Features

The client side of a practice, in one place.

Enquiries and intake

Website, email, phone notes and WhatsApp enquiries in one pipeline, each with an owner and a next step.

Shared inbox

Every message with a client in one thread, visible to the team, with a reply drafted by the assistant.

Engagement letters and contracts

Scope and fees accepted online, and agreements sent for signature from the client record.

Deadlines and records requests

Tasks for filing dates, and email sequences that remind clients about the documents you need, on the dates you choose.

Fees and invoices

Monthly fees invoiced automatically, one-off work by quote, card payments and overdue reminders.

Online booking

First calls, consultations and review meetings booked against each person's diary.

Pricing

Priced per business, not per person.

Monthly with 30 days' notice. A one-off setup fee covers setting it up for you, moving your data over and training your team.

Prices for

Solo

£69/ month

plus £295 one-off setup

  • 1 user
  • Engagement letters signed online
  • Email and website chat in one inbox
  • Online booking with reminders
Book a demo

Team

£149/ month

plus £495 one-off setup

  • Up to 5 users
  • Deadlines as tasks, for the whole team
  • WhatsApp, Instagram and Facebook in the inbox
  • AI assistant: 500 replies a month
  • Automatic follow-ups and review requests
Book a demo
Best value

Pro

£279/ month

plus £895 one-off setup

  • Up to 12 users
  • AI assistant: 2,000 replies, answers out of hours
  • Email sequences and reports
  • Priority support
Book a demo

Multi-office

£449/ month per site

plus £1,495 one-off setup

  • Up to 20 users per site
  • AI assistant: 6,000 replies
  • One view across every site
  • Priority support
Book a demo

Each extra user: £29 a month. Prices are before VAT. Pay yearly and the setup fee is halved.

Included in every plan

  • Clients, enquiries, deals and tasks in one place
  • Online booking page and calendar, with reminders
  • Quotes and invoices with a card payment link
  • One inbox for email and website chat, with WhatsApp from Team
  • Your branding: your logo, colours and email address
  • Import from a spreadsheet or your current system
  • English, Portuguese, Spanish, French and German
Set up for youData moved over for youTeam trained on a callCancel with 30 days' noticeExport everything, any time
Comparison

The same team on a per-user tool.

Published monthly list prices before tax, in the vendor's currency, checked 27 October 2026. Our price also covers bookings, the shared inbox, quotes and invoices.

Team sizeAutisyncClio Manage (EasyStart)$49 per user
1 user£69$49
Up to 5 users£149$245
Up to 12 users£279$588
Onboarding

We set it up with you, usually within a week.

Short call

Twenty minutes on how you work now, then a plan and a price for your team.

Set-up

Services, hours, people, branding and email configured, and your contacts imported.

Channels connected

Website, WhatsApp, Instagram and Facebook brought into the shared inbox.

Live

A training session for the team and ongoing help from a person, not a bot.

Demo

See it set up for a business like yours.

A 30-minute video call: we walk through the CRM for your kind of business and answer your questions.

  • No commitment
  • A price for your team on the call
  • Usually live within a week

Loading the calendar…

If the calendar doesn't load, open the booking page.

FAQ

FAQ

Is this practice management software?

It covers the client side: enquiries, messages, bookings, engagement letters, deadlines as tasks and billing. Your accounts or case software stays as it is for the technical work.

Can clients sign engagement letters online?

Yes. They open a link with your branding, see the scope and fees, and accept. Contracts can be sent for signature from the client record.

Can it remind clients to send their records?

Yes. Put the clients in an email sequence that asks for the records on the dates you choose, and take them out when the documents arrive.

How much does it cost?

From £69 a month (€79 in Portugal) for one person. Team covers five people for £149 and Pro covers twelve for £279, per practice rather than per user. Setup is a one-off from £295, halved if you pay yearly.

Can we bring our client list over?

Yes. We import your clients from a spreadsheet or your current system as part of setting you up, and you can export everything at any time.