ACCOUNTANTS & BOOKKEEPERS

Practice Partner

Free

For accountants and bookkeepers managing client businesses.

WHY RECOMMEND BAXTER

Less chasing, less anxiety, more billable hours

Every client who's disorganised costs you time you can't bill for. Baxter fixes that before the paperwork ever reaches you.

Hours back every week

No more chasing clients for missing receipts and invoices by email β€” Baxter captures documents as they arrive and flags gaps automatically.

Books that are always ready

Documents are read, filed and posted to the right nominal code continuously through the month, not scrambled together before a deadline.

Fewer year-end surprises

Duplicate detection, supplier mapping and a full audit trail mean less time reconciling and explaining discrepancies at period end.

Deadlines feel calmer

With documents filed as they happen, VAT and year-end work becomes routine tidying up rather than a last-minute scramble.

One dashboard, every client

See which clients need attention and which are current at a glance, instead of logging into a dozen separate inboxes and drives.

A better client relationship

Clients spend less time on admin and get faster answers from you β€” the software becomes invisible, and your advice is what they notice.

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

Data migration: from Β£199 + VAT, quoted

Archive / data retrieval: from Β£275 + VAT, quoted

HOW IT WORKS

An accountant can:

Option 1 β€” 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 β€” 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.
πŸ’‘

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 Β· one invoice, one reference number, from Baxter to your practice β€” each client line keeps its own reference for reconciliation.

Client A Β· BXR0001StarterΒ£29
Client B Β· BXR0002BusinessΒ£59
Client C Β· BXR0003StarterΒ£29
Client D Β· BXR0004GrowthΒ£99
Total dueΒ£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 β€” no card required.

Get started free