Accountant accounts

Sign up

You don’t need a landlord’s invitation. Choose Create an account, pick Accountant, and enter your name, email and a password. After you confirm your email, set up your practice: its name, the services you offer, a phone number and, if you like, your office address, professional body and membership number, company number and VAT number. They go on your invoices.

If a landlord already added you as their accountant, you can set up your practice later from Home or Clients.

Your clients and their deadlines

1. Add a client under Clients: an individual, landlord, sole trader, partnership or limited company.
2. Open the client and choose Add tax year deadlines. Pick the tax year, and whether they’re in Making Tax Digital for Income Tax. Keymews adds their dates in one go.
3. Add any other deadline yourself, such as a VAT return, accounts or payroll, with Add deadline.

The dates Keymews adds:

• Making Tax Digital: quarterly updates by 7 August, 7 November, 7 February and 7 May, then the final declaration by 31 January after the tax year ends.
• Self Assessment: the online return by 31 January after the tax year ends.
• Tax payments (optional): payments on account by 31 January and 31 July, and the balancing payment by the following 31 January.

Deadlines lists everything due, soonest first, and marks anything overdue. Mark each one done as you go. Dates follow HMRC’s published deadlines; check them against your client’s circumstances.

Send invoices for your fees from Invoices. Only you can see your clients, deadlines and invoices.

Set Repeats on a deadline (every month, 3 months or year) and the next one is added when you mark it done. Calendar shows deadlines by day, and Export downloads every deadline as a spreadsheet.

Reminders to your clients

Edit a client, add their email address and tick Email them deadline reminders. We email them 14 days and 3 days before each open deadline, from your practice, so replies come to you.

Ask a client for documents

On a client’s page, choose Request documents, tick what you need (P60, bank statements, receipts and so on) and add a message if you like. We make a link and copy it for you to send. Your client opens it, without an account, and uploads PDFs, photos, spreadsheets or Word files. They appear on the client’s page and we email you. Links last 30 days; Close ends one sooner.

Landlords who share their books

When a landlord on Keymews adds you as their accountant (Settings → Team), they appear under Clients as well. You can see their income, expenses and receipts by tax year, grouped the way the SA105 property pages ask for them, and download the accountant pack. Your access is read-only, and it’s free for you: the landlord’s plan pays for it.

To see everything in their records, choose Switch to → their books on Home. That opens the landlord app, read-only. The dashboard there has Back to work portal.

A landlord can share all their properties or only some, for example if you do the books for one jointly owned house. You see only the properties they shared, and their figures cover only those.

Plans

Landlords’ books are free. Your own clients, their deadlines and your invoices need Basic (up to 10 clients) or Practice (no limits). See plans for contractors and accountants.