Accountests
Role
Recruitment – technical competency assessments
What they do
Provide tests that establish the technical competency of accountants and bookkeepers with easily interpreted results
How they can add value to your proposition
Help you hire with confidence and reduce the chance of a bad hire saving you time and money as well as potential reputational damage
IAB Member Benefit
Discounted Bookkeeper Tests – £75 for first attempt and £60 for 2nd & 3rd vs £95 if you go direct to Accountest
Website Link: Accountests
IAB Member Discount: 20%
IAB Discount Code: IAB20
Breathe
Role
HR/People Management Software
What they do
Streamline your business through management of people admin such as sickness, holiday, time logs, centralised company documentation. Applicable for headcount from 1-200
How they can add value to your proposition
Improve task efficiency with clients by introducing them onto Breathe software via the ‘partner’ programme
IAB Member Benefit
IAB Member Costs Only (exc Partner Programme Cost) 12 month discount
1-10 employees £13 p/m – 10% discount = £11.70
11-20 £26 p/m – 10% discount = £23.40 £20 Amazon voucher to IAB member when introducing clients to the partner programme (Introduced client terms are separate to IAB above pricing)
Website Link: Breathe
IAB | CIPP
Role
Payroll Industry Professional Body
What they do
The Chartered Institute of Payroll Professionals (CIPP) is the Chartered Institute for payroll, pensions and reward professionals in the UK. Providing education, membership and recognition
How they can add value to your proposition
IAB members are entitled to a bespoke IAB CIPP Affiliate membership which provides access to a greater depth of payroll content and advice
IAB Member Benefit
£20 discount vs standard CIPP Affiliate membership and no admin fee plus The Advisory Service (12 uses).
The CIPP’s annual tax pack, which includes the Payroll Reference Book (RRP £40), payroll factcard, desktop calendar and factpen
BeKnowledgeable webinar series – approximately six 45min webinars a year
Website Link: CIPP
IAB | Coconut
Role
Software
What they do
Coconut is a simple accounting and tax app that makes it easy for sole traders to stay on top of their bookkeeping all year round, and easily share their records and receipts with their accountant through the Coconut Portal.
Coconut software is built specifically for the needs of your smallest clients, simple enough for them to engage with but smart enough to streamline and optimize your practice’s workflows.
Your clients can connect Coconut to 20 current account and credit card providers so that they can keep all their business records organised. This means you can run your practice using Coconut for all your self-employed and unincorporated landlord clients, no matter who they choose to bank with.
How they can add value to your proposition
Coconut provides banking, bookkeeping, invoicing and receipt capture to your clients in one simple tool. We categorise transactions ready for year-end accounts and tax filings in real-time, freeing you up to do the work your clients value most.
IAB Member Benefit
Free Accountants Portal. Join the Partner Programme as an IAB Member, you will receive an additional 10% discount on top of our direct offers, complemented by seamless client onboarding and a dedicated Account Manager.
Website Link: Coconut
Company Protection
Role
Business Continuity / Employee Benefits
What they do
Protect businesses from their biggest financial threat; the loss of key personnel. Use cost-effective, and potentially tax-efficient, insurances to ringfence profits, secure ownership, protect against debts and to attract and retain key personnel
How they can add value to your proposition
White label presentations to help you frame the proposition to your client; New! Regional support with ‘on the ground’ representation to collaborate with you and your clients
IAB Member Benefit
Fee free service; Commission for referrals; NEW! £100 for each referral regardless of conversion or outcome. Client meeting must take place to qualify
Website Link: Company Protection
Croner-i
Role
Tax Compliance and Information Source
What they do
Help finance professionals apply information they need in their day to day work
How they can add value to your proposition
Provide access to up to date tax legislation via various sources to ensure you are compliant. Direct access to a tax advice helpline via a bespoke number; Access to webinars; Accountancy Daily News Updates; 1x CPD module a month and use of CPD tracker; Hardman’s Key Data Tax Rates and Tables
IAB Member Benefit
Estimated value is £3,500+PA. IAB members receive this service FOC as part of their membership
Website Link: Croner
Fathom
Role
Financial Analysis Software
What they do
Insightful reporting, fast cash flow forecasting and actionable financial insights into one simple business management solution
How they can add value to your proposition
Advise your clients in valuable ways and help them make better business decisions; Spend less time number-crunching and more time consulting with your clients; Grow your clients, team and bottom line, as a result of delivering high-value services
IAB Member Benefit
20% discount for 12 months
Website Link: Fathom
Go simpletax
Role
Software
What they do
Used to complete and file the full self assessment tax return for your client and includes partnership and non-resident tax returns, as well as those from previous tax years.
Easily integrated with popular accounting and bookkeeping software, including FreeAgent, FreshBooks, QuickBooks, SumUp and Xero (Beta)
How they can add value to your proposition
Self assessment tax software that files direct to HMRC; Regular FREE webinars; Simple dashboard allowing you to switch between clients; Free limited trail period available
IAB Member Benefit
30% discount on software and multiple return discounts
Website Link: GoSimpleTax
ORB
Role
Economic, Social and Governance (ESG)/Sustainability guidance, education and accreditation for small businesses
What they do
The Responsible Business Standard course covering the full ESG agenda specifically for micro and small businesses, including freelancers and solo proprietors. Practical advice on how to be a responsible, ethical business
How they can add value to your proposition
Gain ORB endorsement through membership, courses and certification; The course provides a good starting point in the development of a sustainability strategy applicable for both you and your clients; Courses are CPD accredited
IAB Member Benefit
20% discount on membership of ORB and all modular CPD course and certification options for UK and Ireland-based members
Website Link: ORB
IAB | EFWA
Role
Carbon emission website analysis
What they do
The internet is one of the leading contributors to global carbon emissions. EFWA help businesses improve their carbon footprint through website analysis
How they can add value to your proposition
Through a simple evaluation of your website they will establish the level of carbon emissions. If over 1 gram of CO2e per page view they will supply a report advising how you can reduce it. Websites under 1 gram per page receive an accreditation that can be displayed in your credentials
IAB Member Benefit
Free no-obligation website emissions audit
Website Link: EFWA
Befree
befree have 17+ years of experience as a trusted partner for Accountants and Finance Professionals.
Specialising in handling time-consuming administrative tasks, allowing you to direct your focus towards higher value activities.
befree can become a seamless extension of your business and existing team.
Your IAB membership entitles you to an exclusive 7.5%.
Bespoke Small Practice/Start-Ups £23.5k- £25k turnover of £1,750 package – saving £1,800-£2,300.
Website Link: Befree
CAPIUM
Role
Comprehensive Cloud-Based Accountancy Software
What they do
Capium provides a fully integrated cloud-based accountancy platform, combining compliance tools, bookkeeping, and practice management in one efficient solution. Tailored for accountants and bookkeepers, Capium streamlines processes and supports practice growth.
How they can add value to your proposition
Simplify and automate daily tasks, saving you time and improving productivity. Deliver an exceptional client experience with seamless workflows and real-time data access. Enhance your practice’s efficiency, enabling you to focus on building client relationships and driving growth.
IAB Member Benefit
15% off your first year on Full Suite packages. Free access to Capium’s dedicated support and onboarding services. Complimentary refresher training sessions. Free access to quarterly Capium e-books designed to support and grow your practice.
Website Link: CAPIUM
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Contact Us
Registered office:
110 Bishopsgate London
EC2N 4AY United Kingdom
Registered No. 01119378 (England)
Limited by Guarantee
Tel: +44 (0)2081 878888
IAB China: www.chniab.com
