MyClientPilot review
A £25/month UK practice platform joining proposals, onboarding, compliance, and recurring jobs.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
MyClientPilot pros and cons
- 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
MyClientPilot fact sheet, pricing and score →
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