For accountants & practices
Run a practice on Valix: manage clients, connect to the businesses you act for, and handle practice billing.
Your client list
A practice account gives you a central client list. Switch into any client to do their bookkeeping, VAT, payroll or tax, then switch back — all under one login, with each client’s data kept separate.
Connecting to a business
Act for a client who keeps their own books? Send a connection request. Once they accept, you get the access they grant — so a business and its accountant can work in the same records without emailing files back and forth.
- 1Add the client to your practice and send a connection request.
- 2The business accepts and grants access.
- 3Work directly in the client’s data, with a full audit trail.
Practice billing
Bill your clients for your services from within Valix, and manage your practice’s own invoicing alongside the client work you do.
Frequently asked questions
Can I manage many clients from one login?
Yes — a practice account is built for that, with each client’s data isolated.
Does the business have to use Valix too?
They can keep their own books in Valix and connect you in, or you can maintain their records for them.
Related guides
Still need a hand?
Our UK support team can help with your account.