Give advice.
Not hassle.
Stop chasing your clients for paperwork. Papertrail automates collection and data entry so you can focus on the work your clients will love you for.
Advisor access is coming soon
Stop chasing your clients.
Transform your client relationships from friction to value.
Practice-Wide Intelligence
Real-time data stream from every client, organized instantly.
Proactive Copilot
Your clients on WhatsApp. Insights before you ask.
Bean & Co just sent a receipt via WhatsApp. Their VAT is due next week and I found £512 in missed claims.
Should I message them about the savings?
The Pain Points
- Hassling clients for receipts & invoices
- Endless back-and-forth questions
- Surprise tax bills due to missing data
- Sending bills for 'admin work'
The Papertrail Advantage
- First-hand visibility without intrusion
- Proactive insights & tax credit eligibility
- Real-time, audit-ready books
- Supercharged advisory & happier clients
Increase in client capacity
Saved per client, per month
Visibility & efficiency
Supercharge your practice.
Papertrail gives you valuable insights you can pass on to your clients. They'll love you for it.
Client App
Clients snap receipts, answer questions, and stay on top of deadlines—via WhatsApp or your own white-labeled app.
Xero & QuickBooks Sync
Two-way sync keeps your ledger accurate.
Secure client messaging
Ask questions directly on the transaction. Get answers instantly without email chains.
Advisory Superpowers
Spot opportunities for tax credits, grants, and schemes automatically based on spending patterns.
Get the information you need, before you need it.
Papertrail surfaces insights proactively—spotting trends, flagging issues, and preparing you for client conversations before they happen.
Join the partner program waiting list.
Partner program includes free migration support.