ApariPro > Accountants and Tax Agents > Client-Connect App
Bring clients closer to your practice
with the Client-Connect app
Invite clients to share tax documents, receipts, and bank feeds directly with your practice through a simple, user-friendly interface. They can even see their income and expenses in real time with powerful dashboards.
Easy to use
Secure
Mobile friendly
Easy to use
Secure
Mobile friendly
Instant benefits for your practice
Reduce the need to chase clients by automating the data capture process seamlessly.
Quick client setup
Built-in annual tax questionnaire
Bank feed connections
Secure document repository
Pre-filled tax returns
Instant access to client data
Real-time progress tracking
System-populated client dashboards
Request and track clients approvals in one platform
Impress clients with game-changing features
Give clients powerful insights with smart dashboards – and make data sharing with your practice quick and simple.
Easy client set up
Invite clients to create an account in minutes by completing a short tax questionnaire to customise their tax return based on their specific needs.
Set up in just a few minutes
Built-in annual tax questionnaire
Track client set up progress
System-populated client dashboard
Clients can see their income, expenses and tax position automatically in a system-generated dashboard when new data is provided.
System-populated client dashboard
Gamify the provision of data
Real-time tax position tracker
Snap & store receipts
Give clients the ability to upload photos of receipts and documents on the go. You will instantly gain access to their data when provided.
Secure document storage
Instant access to client data
Works on mobile devices
Track multiple income streams with ease
Clients can easily track income, expenses and their tax position via a system populated dashboard.
Track income & expenses separately
Automate MTD for Income Tax quarterly submissions
Client-connect is ideal to automate quarterly MTD submissions with minimal effort.
Quick to set up
Never miss a deadline
Track MTD submissions in real-time
Digitise the review and approval of tax returns
Send tax returns seamlessly to clients for review and approval – all within ApariPro. No need to draft emails from scratch and attach multiple documents.
Send returns for review in one click
Get notified when reviewed
Built-in audit trail for your records
Integrates with 30+ banks and credit cards
Automate the import and categorisation of client transactions with bank feeds
Thinking of switching to ApariPro?
We’d love to have a chat about how ApariPro can streamline your practice. Plus, we’ll handle the migration of your client data — so you can make the switch hassle-free.
Client-connect app pricing
The cost of the app can be included in your practice subscription, or paid directly by your clients using a debit or credit card.
Client-connect app
View & approve access
Clients can view their income data in real-time and approve their tax return.
£1/mo
per client for 12 months +VAT
View and approve tax returns from your accountant
Real-time estimated tax liability or refund
View income and expenses by income stream
Client-connect app
Full access
Clients can share data, documents and automate the data capture process with their tax agent
£3/mo
per client for 12 months +VAT
All view and approve access features
Connect your bank and credit cards
Snap & store receipts
Upload PDFs and CSV documents
Automate transaction categorisation
Annual tax questionnaire
Automate MTD for ITSA quarterly submissions
Email support
Note. All prices exclude VAT. Standard commitment period is 12 months for annual and monthly payment plans
Getting started with ApariPro
Easy to set up with instant benefits.
We’ll take care of migrating your clients and their historical data including previous tax returns.
Automate the data capture process by enabling clients to set up bank feeds, store receipts and upload documents.
SA100 forms are pre-filled as documents and new data is provided. Tax returns can be sent for client approval and submitted directly to HMRC all in one place.
Getting started with ApariPro
Incredible value for money, easy to set up with instant benefits.
Connect with your HMRC agent portal
Set up your agent profiles and practice workflows
We’ll take care of migrating your clients and their historical tax returns
Give clients access to a simple interface to automate the data gathering process with bank feeds, instant document analysis and HMRC data feed
Send personalised bulk emails to request client actions or send reminders
Watch SA100 forms get pre-filled instantly when clients provide data
Track client actions instantly in your agent dashboard
Get AI-generated advisory insights and return summaries that are ready for sharing with clients
File directly to HMRC upon client approval
