ACCOUNTANTS & BOOKKEEPERS

Practice Partner

Free

For accountants and bookkeepers managing client businesses.

INCLUDED
Unlimited practice users
Practice dashboard
Unlimited client invitations
View client documents
Request missing documents
Review automatic extractions
Approval & review workflow
Client activity timeline
Secure messaging
Client search
Priority partner support
Practice branding
AVAILABLE EXTRAS

Hubdoc import: £49/year per client

HOW IT WORKS

An accountant can:

Option 1 — Refer a client

1Invite the client to Baxter.
2Client chooses Starter, Business or Growth.
3Client pays Baxter directly.
4Accountant manages them from the Practice Dashboard.

Option 2 — Manage billing

1Accountant creates the client account.
2Accountant selects the required plan.
3Baxter invoices the accountant monthly.
4Accountant includes Baxter within their own monthly bookkeeping fee.
💡

This is brilliant for firms offering fixed-fee bookkeeping because the client never even sees another software subscription.

EVEN BETTER…

When creating a client:

CREATE CLIENT
Client pays Baxter directly
Bill this client through my practice
MONTHLY PRACTICE INVOICE

Ref BXR0005 · one invoice, one reference number, from Baxter to your practice — each client line keeps its own reference for reconciliation.

Client A · BXR0001Starter£29
Client B · BXR0002Business£69
Client C · BXR0003Starter£29
Client D · BXR0004Growth£109
Total due£216

The accountant pays one invoice. The client pays the accountant.
Exactly how many accounting firms already work.

Bring your clients onto Baxter

Practice Partner is free — no card required.

Get started free