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.
EMI & Equity Management
Automated Black-Scholes-Merton valuations, cap table management, vesting schedules, and FRS 102 disclosures. Replace spreadsheets with an engine built for UK practice.
- BSM fair value at grant date
- Year-end charge calculations
- Instant FRS 102 disclosures
- HMRC valuation reports
CRM & Sales Pipeline
Manage leads from first contact to signed engagement letter. Tiered proposals with e-signature, KYC verification, and a full activity log keep every deal moving.
- 7-stage lead pipeline
- Tiered proposals & e-signature
- KYC via Stripe Identity
- 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
Payroll approval portals with OTP access, secure document requests, and client chat — all without clients needing a login.
- OTP payroll approval portal
- Client document requests
- Secure file sharing links
- Real-time client chat
Transfer Pricing & Tax
AI-assisted TP methodology recommendations, tax risk scanning across jurisdictions, and group structure mapping — all linked to your client files.
- TP agreement management
- AI benchmarking & TNMM
- Tax risk scanner
- FAR & substance analysis
Personal Wealth Portals
Give individual clients a portal to track their rental properties, equity grants, savings, and IHT exposure — with planning scenarios they can explore themselves.
- Rental property tracker
- Equity grant portfolio
- IHT & succession planning
- Savings goals & budgeting
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, complete KYC, 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