Win More Clients. Save Time. Grow.
We replace disconnected IT, websites, software and marketing with one AI-powered technology platform built specifically for accountants, bookkeepers and accountancy practices.
10
services in one
1
monthly subscription
1
partner, not five
24/7
AI client capture
We Don't Sell IT. We Help Accountancy Practices Grow.
These problems don't just waste time. They cost you clients.
The Chardan Growth Platform™ solves all of them.
Everyday issues accountants face — and exactly how we fix them
Phone rings during a client meeting or a filing deadline — you can't answer. That prospect calls the next firm on Google.
AI Phone Receptionist answers every call, captures their details and books a call-back.
AI Phone Receptionist“Can I claim this?” “What records do I need?” “Do you do VAT returns?” — asked ten times a week.
AI Lead Assistant answers common questions instantly, 24/7, and qualifies the lead.
AI Lead AssistantA new client onboarding that should take a day takes two weeks because documents are scattered and you're chasing.
CRM plus a secure client portal collects everything upfront, so you onboard faster.
CRM + Secure PortalYou send a proposal, get busy with year-end, and forget to chase it. Three weeks later they've signed elsewhere.
Automated follow-ups and reminders keep every proposal moving — nothing slips.
CRM Follow-upsClient records live across email, WhatsApp, a shoebox of receipts and your memory.
One secure document hub holds every client's files, deadlines and conversations in a single place.
Secure Document HubYour website is just an online brochure. Nobody enquires through it.
A conversion-focused site plus the AI assistant turns visitors into booked consultations.
Website + AIWhen you're slammed during busy season, social media goes quiet for months. You drop off clients' radar.
We post your insights, tax deadlines and firm updates every month — you stay visible and trusted.
Monthly Social MediaYou're not showing up when someone Googles “accountant near me” — competitors get the call.
Local Google optimisation puts your firm where clients are already searching.
Google OptimisationA client's sensitive financial data sits on a laptop with no backup. One ransomware hit and your reputation's gone.
Cyber security, device protection and monitored backups keep client data safe and compliant.
Cyber SecurityA practice that runs while you're in meetings
Your website generates client enquiries while you're in meetings.
Every missed call answered professionally.
Clients get instant answers 24/7.
Onboarding organised. Follow-ups automatic.
All client documents in one secure place.
Social media stays active every month.
That's exactly what we build. That's the platform.
We work with all the major accountancy providers
Already using Sage, Xero or IRIS? No problem. We support, integrate and protect the tools your practice already relies on — we just make them work harder for you.
…and more. If it's part of your workflow, it's part of our support.
The Chardan Growth Platform™
Your Outsourced Technology Department.
One monthly subscription
One trusted partner
Everything working together
What's Included
Ten connected services. One monthly subscription.
Business Website
- Up to 10 pages
- Service & sector pages
- Enquiry forms
- Hosting & SSL
- Ongoing updates
Your best salesperson — not an online brochure.
AI Lead Assistant
- Answers questions
- Qualifies leads
- Captures out-of-hours enquiries
- Encourages consultations
Never miss another enquiry.
AI Phone Receptionist
- Answers calls
- Books appointments
- Takes messages
- Routes urgent enquiries
No lost clients from missed calls.
CRM & Client Portal
- Leads & proposals
- Active clients
- Follow-ups & reminders
- Full communication history
Know where every client sits.
Managed IT Support
- Remote support
- Microsoft 365
- Email & devices
- Security monitoring
- Backups
Your IT department, without employing one.
Cyber Security
- Device protection
- Email security
- Backups
- Password guidance
Client data protected and compliant.
Monthly Social Media
- Tax deadlines & tips
- Client spotlights
- Firm updates
- Sector insights
Visible online, building trust.
Local Google Optimisation
- Google Business Profile
- Review strategy
- Local SEO
- Website optimisation
Found where clients search.
Monthly Strategy Review
- AI opportunities
- Automation ideas
- Client growth
- Practice planning
Continuously improving your firm.
Support & Improvement Hours
- Website updates
- CRM improvements
- AI enhancements
- Small automations
We improve systems — not just fix problems.
Why Accountancy Practices Choose Chardan
One Partner. Not Five.
- A website company
- An IT company
- A marketing agency
- A software developer
- A cybersecurity provider
You work with
one trusted partner
managing your entire technology ecosystem.
£995 One-Time Onboarding
First 10 members get the best deal
Once founding places are gone, standard pricing applies.
Ready to Build a Smarter Practice?
Book your free Accountancy Technology & AI Growth Review. No jargon. No pressure. Just clear advice and a roadmap for a more efficient, more profitable practice.
Technology Built for Accountants. Growth Powered by AI.