03 · Practice Essential

For growing practices with a roster of clients.

50,000 credits a month for your practice login, plus up to 50 connected clients. Each client gets a full workspace with one IQ Books organisation and one-off starter credits.

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Practice Essential

A practice login, plus 50 connected clients

The right starting point for a practice serving up to 50 active clients. You get a practice login, and each connected client gets their own workspace.

What's included
  • 50,000 credits per month for your practice login
  • Then £0.001/credit if you go over — never cut off, capped at a limit you set
  • Up to 50 connected clients, each with their own login and full workspace
  • Each client starts with 1,000 one-off standard credits + 2,500 bonus credits; neither refreshes automatically
  • Optional practice sponsorship tops a client up from your practice credit pool
  • 10 IQ Books organisations on your practice login
  • Full IQ Books, ReconcileIQ, CodeIQ & LedgerIQ
  • PrepIQ year-end working papers (practice plans only)
  • Email support
  • Never cut off if you go over — capped at double your usual
PrepIQ — year-end working papers

Exclusive to practice plans. Hand RiQ a client's records and PrepIQ prepares the full year-end set — extended trial balance, fixed-asset and capital-allowance schedules, finance recs, VAT and the tax computation, every figure cell-linked and ready for your review. Sole trader or limited company.

What 50,000 credits gets you
  • 50,000 reconciled transactions, or
  • 1,250 PDF bank statement conversions, or
  • 125 monthly bookkeeping tasks auto-coded, or
  • 50 full LedgerIQ financial analyses

Your practice login's 50,000 credits refresh monthly. Client starter credits are one-off; you can optionally sponsor a client from your own balance.

Choose your billing
Save 15% with annual
£39 per month
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Practice feature · Client accounts

Each client account is its own login

Your 50,000 monthly credits belong to your practice login. Each connected client receives 1,000 one-off standard credits plus 2,500 bonus credits. If you choose to sponsor them, top-ups are drawn from your practice credit pool.

50 connected clients · Each with own login · Each with one-off starter credits
01

You provision the client

From your practice dashboard, create a client account in seconds. Assign role, set limits, send the welcome email.

02

The client gets their own login

They sign in, connect their accounting platform, and see only their own data. Your practice login stays separate.

03

Choose how automation is funded

Each client begins with one-off credits. You can sponsor a target balance from your practice pool, or the client can subscribe independently while remaining connected.

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How the plan works

Who it's for

Growing practices & small firms

Accountants running a book of up to 50 clients. Each client works in their own account while you supervise from the practice login.

Credits

50,000 a month, just for your login

Your 50,000 monthly credits belong to your practice login. Client starter credits do not refresh; optional sponsorship uses your practice balance.

IQ Books

10 organisations, full accounting

IQ Books is the suite’s full double-entry accounting platform — customers, suppliers, sales invoices, bills, stock, receipt capture, projects, fixed assets, reporting, VAT, filing, invoice email and reminders. This plan includes 10 organisations on your practice login, and every connected client receives one full organisation.