The CRM for bookkeepers

Every client's month, on one board

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 keeps every client, every month end and every VAT, CIS and payroll date in one place. Built for solo bookkeepers and small practices, at £19 a month.

This month across clients
Bramble Landscapes Ltd
CIS return, due 19th
In progress
The Corner Bakery
Monthly bookkeeping
Awaiting client
Dovetail Plumbing
PAYE payment, 22nd
Scheduled
Wren & Co Interiors
VAT return, Q3
Filed
Monday digest: 6 items due this week
Sent
Built for bookkeepers

The same work every month, without the mental juggling

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.

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Recurring work, scheduled ahead

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 as tasks. The rhythm of your year, laid out in advance.

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A board per client

Each client gets a kanban board with a To do, In progress, Awaiting client and Filed flow. You can see at a glance whose records still have not arrived.

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The dates that repeat every month

CIS returns on the 19th, PAYE payments on the 22nd, 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.

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One view of every client

The Compliance view is a colour-coded grid of every client and deadline, with Overdue, Due this week and Due this month counters and bulk actions. A weekly Monday email digest tells you what the week holds.

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A pipeline for new clients

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.

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Serious about your data

Two-factor authentication, role-based access and GDPR compliance as standard. Mipp is UK based, with prices in pounds.

Made for the solo bookkeeper

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 one user, £19 a month flat, with full access to everything. No modules to unlock, no per-client charges.

Setup takes about 2 minutes, so you can add your client list over a cup of tea and see your next 12 months take shape the same afternoon. When you take on a subcontractor or a second pair of hands, the Growth plan covers up to three users for £49 a month.

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.

Grows with your practice

The month-end cycle in Mipp mirrors how a bookkeeping practice actually works:

  • Records chased? Move the job out of Awaiting client
  • Bookkeeping done, VAT filed? Drag it to Filed
  • New month? The next round of tasks is already on the board
  • New client won? The onboarding checklist appears, and an offboarding checklist covers departures

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.

Pricing

Pricing a solo practice can say yes to

Flat monthly pricing in pounds. No contract. Annual billing gets you two months free.

Growth
£49/month
For small bookkeeping practices. Up to 3 users.
  • Everything in Starter
  • Role-based access for your team
  • Onboarding and offboarding checklists
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Business
Custom
For larger practices that need more seats. Talk to us about what you need.
  • Everything in Growth
  • More users
  • Priority support
Get in Touch

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.

FAQ

CRM for bookkeepers: common questions

Do bookkeepers need a CRM?

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.

How does Mipp handle recurring monthly bookkeeping work?

Each client gets a task board with a To do, In progress, Awaiting client and Filed flow, and Mipp schedules the next 12 months of their recurring deadlines as tasks: VAT returns with the correct one month and seven days deadlines, CIS returns on the 19th, PAYE payments on the 22nd, MTD quarterly updates and more, based on the details you enter.

How much does Mipp cost for a solo bookkeeper?

£19 per month flat for one user on the Starter plan, with full access to everything. Growth is £49 per month for up to three users, annual billing gets two months free, and there is no contract.

Can I try Mipp before paying?

Yes, there is a 14-day free trial with full access. A card is taken at signup but nothing is charged until day 15, you can cancel anytime, and setup takes about two minutes. If you also handle accounts and tax work, see our CRM for accountants page, or the practice management software page for the workflow side.

Compare: Mipp vs TaxDome · Mipp vs Karbon

Give every client's month a home

14-day free trial with full access. Setup in about 2 minutes. No contract, cancel anytime.

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