Mipp is a simple CRM for accountants and accounting firms. Enter each client's year end, VAT quarters and payroll details once, and Mipp schedules the next 12 months of UK deadlines as tasks on their board. So January becomes the month you planned for in October, not the one you dread.
Most CRMs are built for sales teams chasing deals. Mipp's accountancy workspace is built around clients, deadlines and the work your firm actually files.
Stages relabelled for how firms win work: Enquiry, Scoping, Proposal sent, Engagement & AML, Client, Not proceeding. No more forcing prospects into "Negotiation".
Enter a client's year end, VAT scheme, payroll frequency and other details, and Mipp schedules the next 12 months of deadlines as tasks. Missed recent deadlines show as overdue, and every date is editable.
Every client gets a kanban board with a To do, In progress, Awaiting client and Filed flow, so you always know which job is stuck waiting on records.
A colour-coded grid of every client and every deadline, with Overdue, Due this week and Due this month counters and bulk actions when you need to move fast.
A weekly email every Monday listing what is due across the practice, so the week starts with a plan rather than a scramble.
When a deal is won, Mipp offers an 11-step onboarding checklist covering AML verification, the engagement letter, professional clearance, 64-8 agent authorisation, MTD authorisation and more. There is an offboarding checklist too.
Tell Mipp about a client once: year end, VAT scheme and quarter cycle, payroll frequency, CIS, Self Assessment, MTD and auto-enrolment details. Mipp turns that into a year of dated tasks on the client's board, including:
Deadline dates are a planning aid calculated from the information you enter, using standard UK rules. Always check against HMRC and Companies House. Mipp doesn't provide tax advice.
The best CRM for accountants should look after the practice as well as its clients. Mipp keeps practice-side reminders alongside client work: your AML risk assessment review, PII renewal, ICO registration and practising certificate.
And because every firm knows how January goes, Mipp prompts you in October to plan the Self Assessment crunch while there is still time to spread the work. That is the difference between a January you dread and a January you simply work through.
Security is standard, not an upgrade: two-factor authentication, role-based access and GDPR compliance, from a UK based team with prices in pounds.
No per-module add-ons, no contract. Annual billing gets you two months free.
14-day free trial with full access. A card is taken at signup, nothing is charged until day 15, and you can cancel anytime. Setup takes about 2 minutes.
The best CRM for accountants is one that understands compliance deadlines, not just sales deals. Mipp gives you a pipeline relabelled for a practice, a task board per client and automatic scheduling of UK deadlines such as VAT returns, PAYE, corporation tax and Self Assessment, from £19 per month.
You enter each client's year end, VAT scheme and quarter cycle, payroll frequency and other details once, and Mipp schedules the next 12 months of deadlines as tasks on their board. Deadline dates are a planning aid calculated from the information you enter, using standard UK rules, so always check against HMRC and Companies House.
Mipp costs £19 per month for one user on the Starter plan and £49 per month for up to three users on Growth, with a custom Business plan for larger firms. Annual billing gets you two months free, and there is no contract.
Setup takes about two minutes. You start a 14-day free trial with full access, a card is taken at signup but nothing is charged until day 15, and you can cancel anytime.
Yes, Mipp is built for small UK teams. It is UK based, GDPR compliant, priced in pounds, and includes two-factor authentication and role-based access. If you want lighter workflow tooling as well, see our practice management software for accountants page, or the CRM for bookkeepers page if you run a bookkeeping practice.
14-day free trial with full access. Setup in about 2 minutes. No contract, cancel anytime.
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