Scale every team.
Across every office.
Multi-office support, role-based access, white-label client portals, and AES-256 encrypted, UK-hosted infrastructure. The compliance platform for firms with 50–5,000 clients.
Built for scale
Enterprise features for growing firms.
Everything firms managing dozens to thousands of clients need to operate at scale.
Unlimited team members
Customise roles, assign clients, and monitor workload across the entire firm.
Granular permissions
Partners, managers, and staff each see exactly what they need — nothing more.
Branded client portals
Streamlined onboarding flows that collect documents, signatures, and data.
Process at volume
Review client records at volume. Bulk live submission is not currently available.
White-label deliverables
Branded PDFs and dashboards your partners can hand straight to clients.
Real-time firm metrics
Team utilisation, billing, and client status — all in a single live view.
Enterprise capabilities
Built for scale and security.
Cross-office orchestration
Share resources across locations while keeping reporting and billing isolated.
AES-256 + UK-hosted
Full audit trails, two-factor authentication, and IP whitelisting.
Approval chains
Quality control workflows ensure consistency across every client deliverable.
Profitability tracking
Per-client, per-team-member margins. Forecast and identify growth levers.
Workflow
Transform your practice operations.
A predictable, three-step path to a faster, more profitable firm.
- 1
Centralise client data
All client information, documents, and communications in one place. Team members access what they need without email chains or file servers.
- 2
Standardise processes
Consistent workflows across all team members ensure quality. Templates and automated reviews maintain your firm's standards.
- 3
Scale efficiently
Take on more clients without adding overhead. Automation lets your team handle 10x the volume with the same headcount.
Why firms choose Fylix
Built by accountants, for accountants.
Dedicated success manager
Priority support, technical onboarding, training, and ongoing guidance.
Time, tasks & billing
Run your entire practice from one platform — no more separate PMS.
Integrations included
REST API + webhooks for your existing CRM and accounting stack.
Always up to date
HMRC rule changes require review before supported calculations and guidance are updated.
Built for UK firms
Built for compliance and security.
AES-256
AES-256 encrypted
MTD
Built for Making Tax Digital
8
Languages supported
Ready to transform your firm?
Schedule a personalised demo. We'll show you how Fylix scales your practice and delights your clients.