For accountants and bookkeepers
Instant-Estimate helps tradespeople quote, invoice and keep receipts in one app. You see their books in one place, and earn a fee for every client who goes Pro.
Watch the 60-second walkthrough
April 2026
Sole traders and landlords with income over £50,000
April 2027
Income over £30,000
Quarterly updates mean records need to be digital and up to date all year, not in a shoebox in January. Instant-Estimate keeps quotes, invoices, receipts and mileage in one place as the work happens.
Free access to client books
Clients who join with your link share quotes, invoices, receipts and mileage with you automatically, all in one dashboard.
Year-end tax packs
Download a tidy PDF and CSV pack for each client, already sorted into the right tax categories.
Filing alerts and checklists
Get an email when a client files, and send checklists for the documents you need from them.
Sample reports for three made-up trade clients. Hover over a page to bring it forward, or tap it to open it full size and download the PDF.
Each sample shows the real layout: a Making Tax Digital quarterly update summary, a year-end tax pack set against the SA103 boxes, expenses and mileage detail, a bank reconciliation report and a year-end readiness checklist.
£10
when a client you refer first pays for Pro
10%
of every payment while they stay on Pro
Share your link or branded flyer, or email clients straight from your dashboard. Fees are paid monthly by bank transfer in GBP.
No. Partner logins are free for accountants and bookkeepers, and your clients can start free too.
Add your UK bank details in your dashboard. Fees are paid in GBP by bank transfer early each month, and your dashboard shows earned, owed and paid.
You keep everything already earned. The ongoing share continues for as long as the client pays for Pro.
Yes. Colleagues on the same email domain can be grouped into a firm view, and you can add your logo and colours to your client flyer.
Clients choose to share their books with you, and can switch access off at any time from their profile.