Free ROI calculator for UK accountancy practices
Calculate how much time client onboarding could save your practice
See the potential annual value of automating the way you take on new clients.
Illustrative estimates · Not a quote
Client onboarding ROI calculator
Enter four numbers about your practice. The results update as you type — nothing is sent anywhere, and no email address is required.
Your staff count and charge-out rate carry over between the two calculators.
Tell us about your practice
These are your numbers — change any of them and the results update instantly.
People in your practice who would use MyDocSafe.
An average month, not your best one.
What an hour of your team’s time is worth.
Defaults to the 90 minutes in the breakdown below. Change it to match your own process.
Assumptions used
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MyDocSafe cost £312 per staff member per year
List pricing used for this estimate. Your own pricing may differ — talk to us for a quote.
Your estimated annual return
£9,000 of productive time recovered each year
180 hours saved per year
New clients onboarded per year
120
Your monthly figure × 12.
Estimated MyDocSafe annual cost
£936
Assumption: £312 per staff member per year.
Net annual benefit
£8,064
Value of time recovered, less the cost.
ROI
862%
Net benefit as a percentage of the cost.
Estimated payback
1.2 months
How long the recovered time takes to cover the cost.
Based on the information you entered and the assumptions shown.
These figures are illustrative estimates based on the information entered and the assumptions shown. Actual savings will vary by practice, workflow and client behaviour.
Where the savings come from
The 90-minute default is the sum of five steps in a repeatable onboarding journey. Adjust the input above if your process differs.
Proposal / engagement approval
Create a repeatable proposal and engagement journey, collect acceptance and move the client straight into onboarding without manual hand-offs.
Document requests and chasing
Request documents through workflows and automatically remind clients when information is still outstanding.
Collecting client information
Use structured webforms to collect client data once, in the right format, instead of copying information out of emails.
ID checks and signatures
Include identity checks and e-signatures in the same onboarding journey, reducing separate emails and status checking.
Filing, setup and progress tracking
Keep documents, signed agreements and onboarding status in the client portal so the team can see what is complete and what remains.
How the calculation works
Nothing is hidden behind the results. A handful of lines of arithmetic sit behind every figure above.
- New clients onboarded per year
- New clients per month × 12.
- Hours saved per year
- New clients per year × your time saved per onboarding.
- Value of time recovered
- Hours saved per year × your hourly charge-out rate.
- Estimated MyDocSafe annual cost
- Number of staff × £312 per staff member per year.
- Net annual benefit
- Value of time recovered − estimated MyDocSafe cost.
- ROI
- Net annual benefit ÷ estimated MyDocSafe cost, shown as a percentage.
- Estimated payback
- Estimated MyDocSafe cost ÷ value of time recovered, in months.
Onboarding is only the start of the relationship. The annual tax work that follows has savings of its own — try the TaxNavHQ ROI calculator to see what they are worth.
Questions about the numbers
It is the sum of five steps in a repeatable onboarding journey — proposal and engagement approval, document chasing, collecting client information, ID checks and signatures, and filing and progress tracking. The breakdown above shows the minutes attributed to each. If your process is lighter or heavier, change the time saved per onboarding and the results follow.
Onboarding varies far more between practices than an annual tax job does — an AML-heavy corporate onboarding looks nothing like taking on a sole trader. Rather than pick one number for everybody, the field is editable and pre-filled with our working default.
It is the list price assumption used for this estimate — roughly £26 a month per user. Your own pricing depends on the plan and the size of your practice, so treat it as a starting point rather than a quote.
No. The calculator runs entirely in your browser, nothing is submitted, and the numbers are on screen as soon as you change an input.
The calculator counts clients you actually onboard, not proposals you send. Enter the number you genuinely take on in an average month — the savings come from work that only happens once a client says yes.
Want to see how this would work in your practice?
We will map your onboarding journey — proposal, engagement, ID checks, documents and signatures — and show you where the hours go.