Bookkeeping is recurring work: the same clients, the same jobs, every month, and it all has to happen on time. Mipp is a simple CRM for bookkeepers that schedules every client's VAT, CIS and payroll dates 12 months ahead in one Compliance view, with a task board per client for the work itself. Built for solo bookkeepers, from £19 a month.
When you look after 15 clients, you are running 15 parallel month ends. Mipp keeps them all visible so the quiet client does not become the forgotten one.
Enter each client's VAT scheme and quarter cycle, payroll frequency, CIS and MTD details, and Mipp schedules the next 12 months of their deadlines in the Compliance view. The rhythm of your year, laid out in advance.
Each client gets a kanban board for the work you create, such as each month's bookkeeping, with a To do, In progress, Awaiting client and Filed flow. You can see at a glance whose records still have not arrived.
CIS returns on the 19th, CIS payments on the 22nd, payroll runs, VAT returns with the correct one month and seven days deadlines, MTD quarterly updates and Self Assessment. Missed recent deadlines show as overdue, and every date is editable.
The Compliance view groups every client's deadlines into Overdue, Due this week, Due this month and Later, with a status on each one and bulk actions to mark work done or push dates.
Track enquiries through Enquiry, Scoping, Proposal sent, Engagement & AML, Client and Not proceeding. When a deal is won, Mipp offers an 11-step onboarding checklist covering AML verification, the engagement letter, 64-8 agent authorisation and more.
Two-factor authentication on every plan as standard. Mipp is UK based, with prices in pounds.
If you run your practice alone, you are the bookkeeper, the account manager and the deadline diary all at once. Most software prices and builds for firms. Mipp's Starter plan is for one person, £19 a month, with every Mipp feature. No modules to unlock, no per-client charges.
Import your client list from a CSV file (up to 500 rows at a time) or add clients by hand, and see your next 12 months take shape the same afternoon. Growth, at £49 a month, adds priority support and up to three team members in your workspace. Each account has one sign-in for now, so team members cannot sign in separately yet.
Your own obligations are tracked too: AML risk assessment review, PII renewal, ICO registration, and an October prompt to plan the January Self Assessment crunch before it plans you.
The month-end cycle in Mipp mirrors how a bookkeeping practice actually works:
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.
Simple pricing in pounds. 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).
Yes, once you pass a handful of clients, because bookkeeping is recurring work and memory stops scaling. A CRM for bookkeepers keeps every client's monthly bookkeeping, VAT quarters, CIS and payroll dates visible in one place, so nothing slips when a busy month hits.
Mipp schedules the next 12 months of each client's recurring deadlines in the Compliance view, based on the details you enter: VAT returns with the correct one month and seven days deadlines, a reminder to chase VAT records, payroll runs, CIS returns on the 19th, CIS payments on the 22nd, MTD quarterly updates and more. Each client also gets a task board with a To do, In progress, Awaiting client and Filed flow for the work you create, such as each month's bookkeeping.
Starter is £19 a month (or £190 a year) for one person, with every Mipp feature. Growth is £49 a month (or £490 a year) and adds priority support and up to three team members in your workspace. Business, for teams of more than three, includes everything in Growth, including priority support. Each account has one sign-in for now, so team members cannot sign in separately yet. Monthly plans have no contract.
Yes, there is 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. Import your client list from a CSV file (up to 500 rows at a time). If you also handle accounts and tax work, see our CRM for accountants page, or the practice management software page for the workflow side.
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.
Start Free Trial