The website does nothing
A brochure from 2019 with a form that emails a shared inbox. Google stops sending people to pages that never change, and nobody has time to write.
Growth Engine · for accountancy firms
Practice Portal looks after the clients you have. Growth Engine wins the next ones: a website that publishes for itself, enquiries that land in a CRM built for practices, and priced proposals a prospect accepts online — with the engagement letter written and sent for signature the moment they do.
£129 a month, all of it. 14 days free, no card.
The problem
Enquiries arrive by referral, get replied to from a phone, quoted in a Word document a week later, and half are never followed up. Nobody knows what the pipeline is worth, and the website hasn't changed since it was built.
A brochure from 2019 with a form that emails a shared inbox. Google stops sending people to pages that never change, and nobody has time to write.
Find the last proposal, change the name, argue about the fee, PDF it, chase it. Meanwhile the prospect met another firm.
No record of who enquired, who was quoted what, or whose "call me in March" is due. The pipeline is a feeling, not a number.
What's in it
Your site on your domain, your colours, live in an hour — with a library of client guides published weekly under your name so it never goes stale. More on the website →
Every enquiry becomes a prospect with a next action. Pipeline in fees, tasks, notes, Capsule import, a lead endpoint any form can post to. More on the CRM →
Your services and price rules, three priced options per prospect, accepted online. Acceptance writes the engagement letter from your template and sends it for e-signature — no Word, no retyping.
Pricing
Website + content, CRM and proposals. The whole path.
Growth Engine plus the client portal — win them, then serve them.
Pipeline and proposals without the website.
Monthly, cancel any time, prices exclude VAT. Fourteen days free, no card. The website on its own is £99. Client portal plans are priced separately from £49; portal + CRM without the website is £149.
No — one login, one database, one subscription. Growth Engine and the client portal are two halves of the same platform: one wins the client, the other serves them, and the record moves seamlessly from prospect to client the day the engagement letter is signed.
A library of client-facing guides — VAT, payroll, deadlines, starting a company — is published under your firm's name, one a week, with your details merged in. You can write your own too, or switch the weekly publishing off.
Your own catalogue. Each service has a rule — flat, per head, or turnover bands — and every generated line can be edited before you send. Nothing goes out you didn't set.
The letter is generated from your template — we ship a starting skeleton, clearly marked as such, and you should put your professional body's wording in before first use. Every signature carries a timestamp, IP and a fingerprint of the exact text signed.
Keep it — point its contact form at your lead endpoint and enquiries still land in the CRM. The Just-the-CRM plan at £79 is built for exactly this.
Create your firm, pick your services and prices, put your website live and send your first proposal — before the free trial is half over.
Start free trial