CRM for UK Accountants & Bookkeepers — Everything in One Place.
One timeline for every conversation, task, and document—plus UK-ready workflows for VAT, PAYE, Self Assessment, and Year-End.
VAT
PAYE
Self Assessment
Year-End
Companies House
- Unified inbox: email, SMS, WhatsApp, calls, and web chat—one client timeline.
- Companies House: type-ahead lookup with auto-fill into custom fields.
- UK workflows: pre-built stages and due-date rules for VAT/PAYE/SA/Year-End.
- Faster handovers: owners, notes, and files always in the same place.
See Qyon CRM in Action
Watch how UK accounting firms are using QYON CRM to streamline their client management
Messages scattered across email/WhatsApp/social DMs.
Last-minute chasing for bank statements and signatures.
Spreadsheets for tasks, pipelines, and ad-hoc reports.
Slow handovers—no single view of the client.
Unified Inbox
Every message in one client thread with owners, notes, and SLAs.
Smart checklists & reminders
Polite nudges for docs/signatures; stops the moment items arrive.
All-in-one workspace
Pipelines, tasks, dashboards, and scheduled reports built-in.
Client timeline
One source of truth with history, files, calls, and decisions.
What Makes QYON CRM Different
Explore the features—click any tile to jump to the full section.
All-in-One Inbox
Every message in one thread.
Docs & E-sign
Smart checklists + auto-nudges.
Contact Smart List
Dynamic segments that auto-update.
Calendar
Google/Outlook + team availability.
Companies House Integration
Auto-fill official details.
AI Employee
24/7 multilingual assistant.
Task Management
Stages, SLAs, and ownership.
Practice Starter Kit
Ready-made workspace setup.
Reports and Dashboards
Build the view you need.
Built-in Phone System
Call, record, and SMS from the CRM.
Forms and Websites
Leads flow straight into the CRM.
Membership And Courses
Client portals and training.
Automation
Build flows once; run forever.
Social Media
Post once; reply with AI assist.
Campaigns - Marketing
Send targeted messages.
Review Request
Ask at the right time, automatically.
Every communication channel, in one single place.
Email, SMS, WhatsApp, social DMs, and phone calls—kept together with a clear history and audit trail.
Channels
SMS
Phone
Web Chat
Facebook Messenger
Instagram Direct
- Bring the whole team into the same thread—loop in co-workers, assign an owner, and add internal notes.
- Message templates keep replies quick and consistent—use variables for names, services, and dates.
- Book meetings straight from the conversation—offer times and send a calendar link in one click.
- Let AI Employee handle routine replies—answer questions, confirms bookings, sends polite chasers—then escalates anything sensitive to a human.
- No more tab-hopping everything in the client's timeline.
Docs & E-Sign — Built for UK Accountants
Generate 64-8, PSCs, AP1, and engagement letters in minutes. Fields auto-fill from the client record, send for signature, track status, and file everything back—automatically.
Accountant-ready templates
- Pre-built: 64-8, PSC Registers, AP1, Engagement Letters (Ltd/LLP/Sole Trader).
- Your letterheads, clauses, and paragraphs included.
Auto-fill from CRM
- Pulls named fields (client, director(s), UTR, Company No., reg. address, service start dates).
- Optional Companies House mapping for director & company details.
Request e-sign in one click
- Email/SMS/WhatsApp links, signer sequencing, reminders.
- Full audit trail (who/when/IP), downloadable PDFs.
Organised automatically
- Docs file back to the client timeline under “Docs”, tagged Draft / Sent / Signed.
- Versioning + quick search by client, period, or service.
Workflow automation
- On Signed → set task, move stage, notify owner, create fee/engagement record.
- On no response → gentle chasers, escalate to manager at X days.
UK Forms Pac
- Pre-filled correctly: names, roles, UTR, Company No., SIC (where available).
- Multi-signer support: directors, beneficial owners, trustees.
- Reusable packs: bundle docs per service (onboarding, year-end, property).
- Bulk send: select a Smart List (e.g., VAT clients) → send engagement updates at once.
GDPR-ready. Secure storage. Complete audit trail. Downloadable PDFs.
Trigger
New Company Client
Fill
CRM + Companies House
Send
E-sign links
Track
Real-time status
Act
Move stage, notify
Contacts + Smart Lists
Bring every contact into one place—import & de-dupe, map custom fields, keep all messages/files/tasks on the profile, and take bulk actions in one click. Build Smart Lists (dynamic segments) that update themselves and power campaigns or automations instantly.
Channels
SMS
Phone
Web Chat
Facebook Messenger
Instagram Direct
Import & clean
CSV/Excel import, merge duplicates, map custom fields, set owners.
See everything in one profile
email/SMS/WhatsApp history, calls, notes, tasks, files, and a clear timeline.
Tag & organise
tags, stages, services, consent, lifecycle status.
Smart Lists (dynamic)
filter by stage, service, last activity/reply, tags, location, consent, custom fields—lists auto-refresh as data changes.
Bulk actions
send email/SMS/WhatsApp, add/remove tags, assign owner, create tasks, start/stop workflows, export.
Enrich (optional)
pull official company details to keep records accurate.
Smart List Examples:
Onboarding — Engagement letter not signed
VAT — Due in ≤30 days & docs missing
Dormant clients — No activity in ≥90 days
Book in and get paid—without the back-and-forth.
Let clients pick a time, create the meeting link automatically, and take payment when you need it.
Calendars & Scheduling
Connect Google or Outlook and show live team availability.
Offer service-specific time slots, durations, and buffers.
Ask prep questions and route bookings to the right owner automatically.
Auto-create secure video links and add them to the invite.
Share a booking link or embed the scheduler on your website (works in email/WhatsApp/chat too).
AI Employee Booking: proposes times in the conversation, answers simple questions, books or reschedules on approval, sends confirmations and prep notes—so your team doesn't have to.
Calendar Integration
Seamless booking with your existing calendar setup
Payment Processing
Secure payments integrated with your workflow
Payments & Invoicing
Take deposits or full payments (Stripe/PayPal).
Auto-create invoices from bookings or stages.
Track payment status on the client record.
Send gentle payment reminders when needed.
Companies House (Built-in)
Type once, auto-fill everywhere—fewer errors, faster onboarding.
Official UK Company Data
Connected via the public Companies House API
Type-ahead search
As you type a company name or number, pull official data: registered address, status, incorporation date, SIC codes, directors/officers (when available).
One-click "Use details"
Map selected fields straight into QYON forms & custom fields.
Keep data consistent
Auto-fill contracts, engagement letters, and checklists with the same verified details.
Audit & refresh
Show "Last synced" with a link to refresh from Companies House.
AI EMPLOYEE 24/7
Your multilingual team member that’s always available across chat, SMS, email, WhatsApp, phone, and much more—so every enquiry is captured, answered, and moved forward.
Chat Concierge
Greets visitors on your site and social DMs, answers routine questions, qualifies leads, and keeps the full thread in QYON.
• Understands intent & asks smart follow-ups
• Pre-fills forms and creates tasks
• Routes to the right owner or books a cal
Booking Assistant
Offers times, confirms meetings, adds the video link, and sends reminders—no back-and-forth.
• Reads Google/Outlook availability
• One-tap confirm + automatic conference link
• Optional intake questions & payment for consults
Voice Agent
Answers and routes calls after hours, takes messages, and writes clean summaries to the client timeline.
• Handles common queries & warm transfers
• Voicemail → instant transcription
• Logs notes, next steps, and tag
Revenue Assistant
Nurtures prospects, drafts quotes/engagement letters, and follows up until the next step is booked.
• Personalised follow-ups from templates
• Drafts proposals/letters; collects e-signatures
• Moves records through Stages with owners & due dates
More AI Modules
Reputation Builder
(Reviews AI)
Lead Flow Designer
(Funnel AI)
Content Studio
(Content AI)
Automation Copilot
(Workflow AI Assistant)
Ask & Generate
(Ask AI)
Automate the majority of your tasks
Send reminders, create tasks automatically, never lose track.
Stages reflect your workflow. Due dates and owners keep work moving. Automations send polite reminders—nothing slips.
Prebuilt for Your Practice — Go Live in Minutes
Start with a ready-made workspace: email templates, SMS/WhatsApp snippets, automation workflows, smart custom fields, accountant/bookkeeper AI prompts, UK forms (64-8, PSCs, AP1), task automations, and service pipelines—no blank screens.
Leads to Discovery
- Branded web forms & booking links that qualify by service (VAT, PAYE, Year-End, etc.)
- Calendar integration with auto video links; optional payment on booking
- Prebuilt email/SMS/WhatsApp templates & snippets for instant follow-up
- • Smart Lists auto-segment new leads; one-click handoff to pipelines
Proposal to Contract
- Engagement-letter templates (e-sign ready) auto-filled from custom fields & Companies House data
- Click to send; track viewed/signed/declined; file to the client timeline
- Automations: create client, apply tags, start onboarding tasks, notify owner
Onboarding
- KYC/intake forms, 64-8/PSCs/AP1 examples, and checklists—auto-filled where possible
- Task automation by service type: assign owners, due dates, reminders
- AI prompts for accountants/bookkeepers to prep questions and summaries
- Everything filed to the contact record for a clean auditÂ
Service Pipelines
- Ready-made boards for VAT / PAYE / Year-End with due-date tracking & escalations
- Stage rules auto-create tasks, send nudges, and move cards forward
- Manager views with example metrics and scheduled email reports
Dashboards & Reports—clear visibility, your way
Choose your Key Metrics, arrange them into dashboards, share a live view with your team, and schedule clean email reports.
Build your dashboard
- Pick Key Metrics (e.g., enquiries, bookings, sign-offs, deadlines, response times, fees).
- Choose a visual: number · line · bar · table · funnel.
- Filter by date, owner, service, or Smart List.
- Save as personal or team dashboard.
Share & collaborate
- Â Share a downloadable PD
- Add comments/notes for weekly reviews.
- Export a PDF or copy images for slides.
- Â
Download
Send by email
What gets sent
- Your selected dashboard arrives as a clean email summary.
- Frequency: daily · weekly · monthly (you choose).
- Recipients: managers, team leads, partners.
- Include links back to the live dashboard.
Built-in Phone System
Buy local numbers, make/receive calls and SMS, and keep every call tied to the client timeline.
Local numbers & caller ID; route by team, service, or campaign.
Call recording & AI summaries saved to the client record.
Voicemail drop, IVR, and after-hours handling.
SMS/MMS from the CRM with templates and attachments.
Call analytics—missed calls, handle time, outcomes.
Websites, Landing Pages & Smart Forms
Launch branded sites and high-converting pages in minutes—then capture the right data with forms that auto-fill, route, and trigger QYON workflows.
Drag-and-drop builder
Branded templates, sections, and blocks—publish on your custom domain with SSL and fast hosting.
Landing pages that convert
Use pre-built layouts, track submissions & sources, and run simple A/B tests on headlines/CTAs.
Embed anywhere
Drop pages or forms into your existing site with a lightweight snippet.
Tied to QYON
Every submit creates/updates the contact, maps fields, and can start automations immediately
Form Spotlight
Data that’s clean by default
- Pre-filled correctly: names, roles, UTR, Company No., SIC (where available).
- Multi-signer support: directors, beneficial owners, trustees.
Instant actions on submit
- Create the contact, apply tags, add to a Smart List.
- Start a workflow: send checklist, book a meeting, notify the owner.
- Track UTM/source so every lead is attributed.
GDPR-ready. reCAPTCHA/anti-spam included. Stored securely on the client timeline.
Memberships & Courses
Create client portals and courses—sell or include with services. Track progress, issue certificates, and keep everything on the client record.
Course builder: modules, lessons, videos, files, quizzes, certificates, drip.
Progress tracking: completion %, quiz scores, last activity; exportable.
Member portal: branded access with roles (member/instructor/manager).
CRM-connected: enrollments, progress, payments, certificates on client record.
Payments & access: one-off or subscription, coupons; VAT receipts.
Website ready: embed sign-up/login on your site.
How firms use it
Client Onboarding
Short videos + checklists.
VAT & Bookkeeping Basics
Teach record prep; fewer chasers.
Staff & Trainee CPD
Internal training with quizzes/certificates.
Stop chasing paperwork—QYON handles the follow-ups.
Automations—set it once, QYON does the chasing.
Tell QYON what’s needed and by when. It builds the checklist, nudges clients across Email/SMS/WhatsApp, escalates if needed, and files everything back to the client timeline—no code.
1
Set the rule once
Select the service (VAT, SA, Payroll, KYC) and due date. Choose required documents (bank statements, ID, UTR, etc.). Optionally auto-fill company data from Companies House.
2
Client gets a smart checklist
One secure link for uploads and e-sign (if needed). Items auto-tick as they arrive so clients see progress. Notes and questions stay in the same thread.
3
Gentle, timely nudges
Friendly reminders via Email/SMS/WhatsApp in your tone of voice. QYON stops automatically when items are complete and falls back to another channel if unopened.
4
Escalate & file cleanly
If still missing, escalate to a manager and create a task. Final reminder with a clear deadline. Auto-tag the stage: Draft → Received → Approved.
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Social Planner—Plan once, publish everywhere
Connect Google Business Profile, Facebook, Instagram, LinkedIn, TikTok, Pinterest, and YouTube. Schedule posts, tailor per channel, auto-publish, then track and reply—without leaving QYON.
Unified calendar with per-channel variations (caption length, media crops, links).
Series scheduling, saved hashtags, and reusable content blocks.
Team approval workflow with audit trail and versioning.
AI caption & hashtag suggestions; auto-translate for multilingual posts.
Auto-publish to Google Business Profile, Facebook, Instagram, LinkedIn, TikTok, Pinterest, YouTube.
Link tracking (UTM/shortener) with channel-level analytics.
Campaigns - Emnail, SMS, WhatsApp
Segment with Smart Lists, personalise with fields, and track opens, clicks, replies, and outcomes.
Campaign Analytics
87%
Opens
34%
Clicks
12
Replies
2
Unsubs
Smart List targeting by service, stage, labels, and custom fields.
Personalised templates with merge fields and reusable blocks.
Multi-step sequences with send windows and frequency caps.
A/B testing for subject/content plus clear result panels.
Replies drop into the same client thread—no context lost.
Review Requests—Build Trust on Autopilot
Ask at the right moment, send one-tap links to Google/Facebook, track results, and reply from the CRM.
Put reviews on autopilot with your AI Employee or simply ask for a branded suggestion.
Send one-tap links to Google, Facebook, and more.
Send review requests automatically--no manual chasing.
Reply to reviews from the CRM—history stays with the client.
Optional site widget to showcase top reviews.
Pricing That Grows With You
Choose the Perfect Plan for Your Business!
Essentials
Everything to handle enquiries and client comms-
Accountant Starter Kit (pipelines, fields, templates)
-
Email & SMS campaigns
-
Booking links and calendars
-
Forms & surveys
-
Review requests
-
Website Chat Widget
Pro
Automation and AI to remove manual follow-up-
Everything in Essentials
-
Contracts & engagement-letter templates with e-sign
-
AI lead nurture + no-show rescue
-
Deadline & missing-docs workflows
-
Pipelines for VAT/Payroll/Year-End
-
Custom dashboards & reporting
Elite
For firms that want extras and deeper customisation-
Accountant Starter Kit (pipelines, fields, templates)
-
Email & SMS campaigns
-
Booking links and calendars
-
Forms & surveys
-
Review requests
-
Website Chat Widget