Sofelia is a modern, all-in-one practice management platform — clients, compliance, billing, deadlines, and more. Join our beta and help shape the future of accountancy software.
No credit card required · Free during beta
🚀 Sofelia is currently in Beta
We're actively building and improving. Beta testers get free access to all features during the beta phase and a discounted rate when we launch. Your feedback directly shapes the product.
One platform to manage your entire accounting practice — from client onboarding to statutory filings.
Full client database with onboarding checklists, team assignment, Companies House sync, and portal access.
Send branded digital onboarding forms to clients and track completion in real time.
Generate professional proposals and engagement letters with e-signature support.
Track statutory deadlines, assign tasks to your team, and never miss a filing date.
Create and send invoices, track payments, and manage recurring billing.
Built-in AML workflows, ID verification, risk assessments, and audit trails.
Live sync with Companies House for company profiles, filings, and officer data.
Secure document vault with client portal sharing and approval workflows.
During beta, all features are free. Pricing will be revealed at launch.
Everything you need to run your practice
Everything in Basic, plus growth tools
Unlock advanced growth tools with the Premium plan.
AI-powered lead research, Companies House prospecting, and pipeline management.
Track recurring revenue, run practice valuation models, and analyse growth over time.
Join accountants already using Sofelia during our beta phase. Free access, no commitment.
Start Free Beta Access