MyClientPilot
MyClientPilot: A £25/month UK practice platform joining proposals, onboarding, compliance, and recurring jobs. Ranked #14 of 17 in Client Onboarding Software by our editors (6.8/10); pricing: 30-day trial; best for small UK firms combining proposals and service workflows.
At a glance
- Editor score6.8 / 10
- Pricing30-day trial
- Best forSmall UK firms combining proposals and service workflows
- Free planNo
- Paid from£25/mo
- Facts checked24 Sep 2026
Where it wins
- Branded proposals with client-view tracking and acceptance
- Guided onboarding with AML/KYC compliance workflows
- £25 plan includes unlimited clients and all integrations
Where it doesn't
- Less complete portal, intake, and document-collection coverage
- Web-only deployment limits teams seeking native app delivery
- Email support without 24/7 coverage
Our verdict on MyClientPilot
MyClientPilot is a web-based client onboarding and practice-management platform for UK accountancy practices, bookkeepers, and small to mid-market firms. It combines branded, itemised proposals with acceptance tracking, guided client setup, AML/KYC compliance workflows, recurring service jobs, and client fee management. Team roles, permissions, notifications, and CSV import support ongoing administration, while the cloud deployment keeps the product browser-based.
Pricing is straightforward: the All features plan costs £25 GBP per month on monthly billing, with unlimited clients, all integrations, workflows and job tracking, AML and KYC compliance, team collaboration, and email and in-app notifications. A 30-day free trial is available without a credit card. Integrations include Xero, GoCardless, InformDirect, Xama, and FirmCheck. Support is provided by email, and GDPR is listed as the compliance posture.
The strongest fit is a small UK firm that wants proposals and ongoing service workflows in one subscription. Proposal views and acceptance tracking provide a defined handoff from sales to onboarding, while guided workflows and recurring jobs extend into delivery. Firms requiring more complete verified client portal, intake, or document-collection capabilities should compare alternatives before choosing; those needs are less fully covered here. MyClientPilot is also web-only, so practices seeking native desktop or mobile deployment should look elsewhere.
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MyClientPilot pricing
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MyClientPilot fact sheet
| Free plan | No |
|---|---|
| Paid from | £25/mo |
| Client portal | Not verified |
| Intake forms | Not verified |
| Document collection | Not verified |
| Workflow automation | Yes |
| E-signatures | Not verified |
| Portal branding | Yes |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 5 integrations: Xero, GoCardless, InformDirect, Xama, FirmCheck |
| Pricing | 30-day trial (source) |
| Website | myclientpilot.co.uk |
| Facts checked | 24 Sep 2026 |
MyClientPilot integrations
MyClientPilot lists 5 integrations on its own site.
- Xero
- GoCardless
- InformDirect
- Xama
- FirmCheck
Alternatives to MyClientPilot
- OnRampStructured onboarding with branded portals, workflow automation, CRM sync, and reporting.8.9
- RocketlaneA customer portal and project workspace for coordinating onboarding and delivery.8.8
- GUIDEcxA customer-facing project portal for coordinating multi-step implementations.8.6
See all MyClientPilot alternatives →
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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