A client workflow for accountants that charges per client, not per person
Support sole traders, landlords and spreadsheet users with a clear records-to-filing workflow. Your accountant plan covers client portal access for review and approval, while each new client workspace or connected source is billed separately.
Maxton Personal keeps the client-facing journey simple while preserving the audit trail and filing history you need. Client review and sign-off stays included in the accountant workflow.
Why this fits
- Useful for clients who use Excel or simple records.
- Import, review and approve before filing.
- Record checks and filing history stay in one place.
- Client portal access is included for the accountant-managed workflow.
- Each new client workspace or connected source is billed separately.
- Useful for clients who use Excel or simple records.
- Import and review before filing.
- Record checks and filing history stay in one place.
- Works alongside existing Maxton workflows where relevant.
We can help you understand how Maxton Personal fits your client workflow.
Contact us about client workflowsMonthly accountant plan
£4 per client workspace
per month
- Includes client portal access for review and approval.
- Each new client workspace or connected source is billed separately.
- Good for accountants who want flexible month-to-month billing.
Annual accountant plan
£40 per client workspace
per year
- Includes client portal access for review and approval.
- Each new client workspace or connected source is billed separately.
- Good for accountants who want a lower annual commitment.
Client access for review and sign-off is included in the accountant-managed workflow. The first client payment source is free, and you only pay for each new client workspace or connected source you add after that.
Maxton Personal is built by the team behind Maxton Software and Business Micro Systems, with long experience in UK accounting, payroll and MTD VAT software.