The verdict in three sentences
For a 30-person London practice, off-the-shelf practice management software costs £50 to £100 per user per month, or £18,000 to £36,000 a year before onboarding. A custom workflow platform built by a UK agency typically costs £30,000 to £70,000 (2026 ballpark), delivered in 4 to 6 months with Xero, QuickBooks, IRIS or Sage connectors. Custom pays off when your way of chasing client records and tracking Making Tax Digital deadlines is a competitive edge, and when it cuts client chasers by 25 to 35%.
What a practice workflow platform must handle
A 30-person firm typically runs 900 to 1,300 clients: sole traders, landlords, limited companies, a few charities. Since April 2026, sole traders and landlords with qualifying income above £50,000 must keep digital records and send quarterly updates under MTD for Income Tax, and the threshold drops to £30,000 in April 2027. That multiplies deadlines per client by four or five.
Your ledger tools (Xero, QuickBooks, IRIS) produce the numbers. They do not run production: who does what, by when, and which records are still missing.
| Module | What it does | Expected gain (2026 estimate) |
|---|---|---|
| Deadline engine | VAT returns, MTD quarterly updates, CT600, confirmation statements, payroll | Late filing penalties close to zero |
| Client document portal | Clients upload bank statements and receipts, automatic email and SMS reminders | 25 to 35% fewer manual chasers |
| Time tracking | Time per client and per job, desktop or mobile | 3 to 6% more billable time captured |
| Engagement letters | Templates, e-signature, fee tracking | Fewer scope and fee disputes |
| Xero, QuickBooks, IRIS connectors | Sync of clients, periods and statuses | No double entry |
| Partner dashboard | Workload per staff member, overdue jobs, margin per client | Weekly decisions in 15 minutes |
Off-the-shelf or custom: the costed comparison
Tools such as Karbon, IRIS Practice Management or Xero Practice Manager are mature and quick to roll out. Their limits show when a practice organises production differently from the vendor model: sector teams, separate payroll units, two-level review.
| Criterion | Off-the-shelf | Custom (UK agency) |
|---|---|---|
| Upfront cost | £0 to £4,000 onboarding | £30,000 to £70,000 |
| Recurring cost (30 users) | £18,000 to £36,000 a year | Maintenance and hosting, 10 to 15% of build per year |
| Time to go live | 3 to 8 weeks | 4 to 6 months |
| Fit with your process | Within vendor settings | Full |
| Connectors | Vendor catalogue | Xero, QuickBooks, IRIS, Sage, DMS, e-signature via API |
| Ownership | Licence, exportable data | Code and data owned by the firm |
| 5-year cost (median scenario) | About £135,000 | About £85,000 to £95,000 |
The median scenario assumes £75 per user per month off the shelf (30 × 75 × 12 = £27,000 a year, £135,000 over 5 years) and a £52,000 custom build with £7,500 a year of maintenance. The curves cross around year three.
Kolonell prices its builds on a fixed grid in FCFA and EUR: a platform of this scope falls into our complex tier, 7,000,000 to 15,000,000+ FCFA (10,670 to 22,870+ EUR), with maintenance at 35,000, 75,000 or 120,000 FCFA a month (53, 114 or 183 EUR). Our team works from Dakar, on GMT, the same time zone as London in winter. Exact scope, connectors and hosting are set in the quote.
Typical 4 to 6 month plan
| Phase | Duration | Deliverable |
|---|---|---|
| Discovery with partners and managers | 2 to 3 weeks | Process map, deadline catalogue, mockups |
| Xero, QuickBooks or IRIS connectors | 3 to 5 weeks | Client and period sync tested |
| Deadline engine and dashboard | 4 to 6 weeks | Deadlines generated for 100% of clients |
| Client portal and reminders | 3 to 4 weeks | Uploads, email and SMS chasers |
| Time tracking and engagement letters | 3 to 4 weeks | Mobile time entry, margin per client |
| Testing and cut-over | 2 to 3 weeks | Training for 30 staff, data migration |
Practical tip: never cut over in January, when self assessment returns peak. Start in June, go live in October or November with a pilot team of 8.
Mini case study
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Daniel, managing partner of a 30-person practice in London, handles 1,100 clients. Eighteen staff spend on average 3 hours a week chasing missing records, 54 hours a week in total.
With a client portal and automatic reminders, the firm targets 30% fewer manual chasers: 54 × 0.30 = 16.2 hours freed each week. Over 45 working weeks that is 729 hours. At a loaded cost of £40 an hour, the saving reaches £29,160 a year.
With a £52,000 custom build and £7,500 annual maintenance, payback arrives in just over 2 years on this line alone, before counting avoided licences or extra billable time.
FAQ
Do we need to replace Xero or IRIS?
No. The workflow platform connects to your ledger tool, and 90% of practices keep it. A connector typically costs £4,000 to £10,000 within a custom project (2026 ballpark).
Does it help with MTD for Income Tax?
Yes, mainly by generating the four quarterly updates and the final declaration per client and flagging missing records weeks ahead. Filing itself stays in your HMRC-recognised software.
Where is client data hosted?
UK or EU hosting is recommended under UK GDPR. Expect £120 to £500 a month depending on redundancy.
Can we start with one module?
Yes. Most firms start with the deadline engine and client portal, which deliver 60 to 70% of the gain, then add time tracking in phase 2.
How do we measure fewer chasers?
The platform logs every manual and automatic reminder. Compare 3 months before and after go-live, with a target of 25 to 35% fewer manual chasers.
Let's scope your project. We map your production process, pick the Xero, QuickBooks or IRIS connectors and plan delivery within 4 to 6 months. Detailed quote within 48 h. WhatsApp +221 77 596 93 33.
Mohamed Bah
Fondateur, Kolonell
Passionate about digital and entrepreneurship in Africa, Mohamed has been helping Sénégalese businesses with their digital transformation since 2020. Founder of Kolonell, he believes every SME deserves a professional and accessible online présence.

