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 in one Compliance view across every client. 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 in the Compliance view. Missed recent deadlines show as overdue, and every date is editable.
Every client gets a kanban board for the work you create, with a To do, In progress, Awaiting client and Filed flow, so you always know which job is stuck waiting on records. Deadlines stay in the Compliance view, so the board never fills up with them.
Every deadline for every client in one place, grouped into Overdue, Due this week, Due this month and Later. Each one has a status, from To do and Waiting on client through to Submitted, and you can change dates, mark work done or push dates in bulk.
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 deadlines in the Compliance view, 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 on every plan, from a UK based team with prices in pounds.
No per-module add-ons. Every Mipp feature is on every plan. Annual billing gets you two months free.
Every plan includes every Mipp feature: clients and contacts with CSV import, a drag-and-drop sales pipeline with pipeline value, weighted value and win rate, a task board per client, retainer and fee tracking, an ideas board, global search, a private calendar feed and two-factor authentication. Accountancy workspaces also get 12 months of UK deadlines in the Compliance view, plus onboarding and offboarding checklists.
Each Mipp account has one sign-in for now. You can add team members to your workspace, but they cannot sign in separately yet. 14-day free trial. A card is taken at signup and nothing is charged until day 15. Cancel before then and you pay nothing. Monthly plans have no contract and can be cancelled anytime. Annual plans are paid upfront for the year. Import your client list from a CSV file (up to 500 rows at a time).
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, payroll, CT600s, annual accounts 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 in the Compliance view, grouped into Overdue, Due this week, Due this month and Later. Your task boards stay free for the work you create. Moving from a spreadsheet? Import your client list from a CSV file (up to 500 rows at a time) and clients with a year end, VAT or payroll details get their deadlines scheduled straight away. Deadline dates are a planning aid calculated from the information you enter, using standard UK rules, so always check against HMRC and Companies House.
Starter is £19 a month (or £190 a year) for one person. Growth is £49 a month (or £490 a year) and adds priority support and up to three team members in your workspace. Business is priced for teams of more than three and includes everything in Growth, including priority support. Every Mipp feature is on every plan. Each account has one sign-in for now, so team members cannot sign in separately yet. Monthly plans have no contract.
Import your client list from a CSV file (up to 500 rows at a time). 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 sole practitioners and small UK firms. It is UK based, priced in pounds, and includes two-factor authentication on every plan. 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. Import your client list from a CSV file (up to 500 rows at a time). No contract, cancel anytime.
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