The Platform for Specialist Tax Advisory Practices
EMI & equity management, transfer pricing, private client portals, and a full CRM — built for practices doing the complex work that generic software can't handle.
Trusted by forward-thinking UK accountancy practices
One platform. Every workflow.
Xorrix replaces a patchwork of spreadsheets, portals, and CRMs with a single platform built around how UK accountancy practices actually work.
Valuation & Share Schemes
AI-guided Black-Scholes-Merton valuations, EMI & CSOP eligibility checks, HMRC valuation reports, and FRS 102 disclosures — one engine driving every grant end to end.
- Valuation Agent-guided FMV & eligibility
- HMRC AMV/UMV valuation reports
- Year-end BSM charge calculations
- Instant FRS 102 disclosures
Option Scheme Administration
Run EMI and CSOP schemes end-to-end — grants, vesting, exercises, cancellations, cap table, and scheme agreements — without leaving the platform.
- Grant, exercise & cancellation tracking
- Cap table & vesting schedules
- Scheme agreements & ERS reporting
- Share-based payment (FRS 102) charges
SEIS/EIS Compliance
Check qualifying conditions, the risk-to-capital condition, and knowledge-intensive status, then manage advance assurance through to SEIS3/EIS3 compliance.
- Qualifying conditions & risk-to-capital checks
- Advance assurance tracking
- SEIS1/EIS1 → SEIS3/EIS3 workflow
- Knowledge-intensive company support
Transfer Pricing
Build arm's-length transfer pricing positions with AI-assisted method selection, master & local file drafting, and group structure mapping — sized to SME exemption thresholds.
- AI method selection (CUP, TNMM, Cost Plus…)
- Master & local file drafting
- SME exemption threshold checks
- Group structure mapping
VAT & Sales Tax Radar
Monitor UK VAT registration thresholds and place-of-supply rules alongside US state economic nexus — one radar across every jurisdiction your clients trade in.
- UK VAT registration & OSS/IOSS
- US economic nexus monitoring
- Reverse charge & place of supply
- Cross-jurisdiction risk scanning
AI Specialist Agents
Five agents grounded in UK tax statute — Valuation, SEIS/EIS, Transfer Pricing, VAT & Sales Tax, and Share-Based Payments — each scoped to its area and backed by your knowledge base.
- Statute-grounded answers, not generic AI
- Firm knowledge base retrieval
- Hands off to a general Tax Coworker
- Built into the workflow, not bolted on
CRM & Sales Pipeline
Manage leads from first contact to signed engagement letter. Tiered proposals with e-signature, one-click client onboarding, and a full activity log keep every deal moving.
- Lead pipeline & proposal builder
- Tiered proposals & e-signature
- Lead-to-client conversion
- Activity log & call notes
Work & Job Management
A work queue, job tracker, and capacity planner for your whole team. Set up recurring jobs, log billable time, and never miss a deadline.
- Work queue with board & table view
- Recurring job templates
- Billable time tracking
- Capacity planning
Client Portals
Secure, login-free portals for document requests, payroll approval, and real-time chat — plus a dedicated portal for individual clients to track their equity grants.
- OTP payroll approval portal
- Secure document requests
- Individual equity grant portfolio
- Real-time client chat
How Xorrix Works
From first lead to delivered report — everything in a single workflow.
Set Up Your Practice
Add your firm, invite your team, and configure your service library and proposal templates. Connect your branding and you're ready to take on clients.
Onboard & Manage Clients
Run leads through your CRM pipeline, send tiered proposals with e-signature, and onboard companies with their cap tables, grants, and documents.
Deliver & Report
Track work, log time, hit deadlines, and generate FRS 102 disclosures, TP agreements, and payroll approvals — all from one place. Clients interact via secure portals.
See Xorrix in action
We work with specialist practices handling EMI, private client, and corporate tax advisory. Book a demo and we'll show you how Xorrix fits your workflows.
- 30-minute walkthrough tailored to your practice
- No commitment — we'll answer your questions honestly
- Setup support included if you decide to proceed