The Coconut Accountant Portal on a laptop and the Coconut app on a phone.

Supercharge your services for sole traders

Coconut’s app helps sole traders stay on top of their bookkeeping all year round – so you can spend less time chasing paperwork, and enjoy instant access to your clients’ accounting information, whenever you need it.

The Coconut Accountant Portal on a laptop and the Coconut app on a phone.

Say no to chasing sole trader clients for paperwork.

Go nuts for instant access to their accounting information all year round.

Making it easy for them, makes it easy for you.

Designed with sole traders in mind, Coconut’s easy-to-use app has all the features they need with none of the overwhelm.

Your clients can connect bank accounts in seconds, and capture receipts, bills and invoices as they happen. And using our Partner Portal, you’ll have real-time access to all of their accounting information.

“As soon as I started using [Coconut] I was like, wow this is so easy and convenient, and almost addictive in a way. It has really, really helped me lighten the load, so that I can focus more on other things”
Gillian Bertram, Founder of The Bertram Clinic of Nutrition
The Coconut Account app's SNF Report featureThe Coconut Account app's SNF Report feature

Increase efficiency,
create capacity.

Time is your most valuable resource; don’t waste it chasing clients for paperwork and manually entering data into tax filing software.

Having Coconut on your side saves you valuable hours, and lets you focus on delivering efficient and scalable services for your sole trader clients.

“Coconut makes our business more efficient, which then frees up more time. The knock-on effect is that we can take on more clients.”
Lee Coombes, Accountant

Get better visibility of
your clients’ data.

The Coconut app makes it quick and easy for clients to separate business transactions from personal accounts – so you can feel confident that the information you have is accurate and reliable.

And with direct visibility into your clients’ books, you can check in any time and provide proactive advice with ease.

The Coconut Account app's sort transactions featureThe Coconut Account app's sort transactions feature
“Rather than being reactive, we can deliver a much more proactive service with real time advice. Coconut opens up the possibility of significant revenue growth.”
Ele Stevens, Accountant

Reinvent January.
Relieve the stress of the busy season.

With Coconut as your go-to platform for sole traders, you can say goodbye to January madness.

Having access to your clients’ accounting information at any time means you can spread the work out that you used to cram into January throughout the year, and save time constantly chasing up incomplete paperwork at the last minute.

MTD ITSA - The Opportunity.

MTD ITSA means that more sole traders than ever will require the support of accountants and bookkeepers. This presents a real opportunity for forward thinkers to find the right tool and get their sole trader services and processes prepared well ahead of 2024.

Talk to us today about how we’re helping accounting firms across the UK prepare themselves to take advantage of the MTD ITSA opportunity.

Here's why accountants
love Coconut.

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Tech-savvy Accounting Firm Gets More Done in Less Time with Coconut

“The key thing for all accountants is time saving and efficiency, because there are never enough hours in a day I think any accountant who looks into Coconut will realise the potential time saving is massive.”

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How Coconut helped the barefoot accountant (and their clients) run smoother, plan smarter, and prepare for Making Tax Digital

The barefoot accountant provides accountancy services to creative sole traders who just want to be fabulously creative and not worry about the boring stuff. Operating from a shop front in Hertfordshire, the firm delivers personalised tax and accountancy services in a relaxed and judgement-free zone.

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Simple price plans that scale with you as your business grows

Whether you’re just getting started or have been self-employed for years, we have a plan for you.

Side Hustle

£3.60 per month
Including VAT

Features

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    30 categorised transactions for tax per month
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    3 invoices per month
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    1-3 connected institutions*
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    Share access with your accountant
Start your 7-day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.

Professional

£12 per month
Including VAT

Features

  • check_circle
    Unlimited categorised transactions per month
  • check_circle
    Unlimited invoices per month
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    4+ connected institutions*
  • check_circle
    Share access with your accountant
  • check_circle
    Access to Coconut Web
Start your 7-day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.
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What are categorised transactions?

Categorising transactions for tax is essentially your bookkeeping, and good bookkeeping is critical to making sure you pay the right amount of tax.

Depending on your plan, each month you get a free allowance for the number of transactions you can categorise for tax (we do this automatically for you if you have a business account connected to the app). This includes both income and expenses.

Side Hustle

£3.60 per month
Including VAT

Features

  • check_circle
    30 categorised transactions for tax per month
  • check_circle
    3 invoices per month
  • check_circle
    1-3 connected institutions*
  • check_circle
    Share access with your accountant
Start your 30 day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.

Professional

£12 per month
Including VAT

Features

  • check_circle
    Unlimited categorised transactions per month
  • check_circle
    Unlimited invoices per month
  • check_circle
    4+ connected institutions*
  • check_circle
    Share access with your accountant
  • check_circle
    Access to Coconut Web
Start your 30 day free trial
Start your 7 day free trial
Book Call
*Coconut connects with over 25+ UK banks and credit card providers.

Common questions

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What bank accounts can be connected to Coconut?

With Coconut, you can connect accounts from over 25 UK banks. Take a look at the full list here.

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Who is Coconut for?

Coconut is designed specifically for sole traders. Designed to give you a view of how your business is performing, help you work out how much tax you owe and track income and expenses. If you want to spend more time focusing on your business and not your accounting, Coconut is for you.

Tools, tips and interesting reads

Preparing for your tax return

How and when to file your sell assessment form and complete you tax returns with HMRC if you're self employed or operating as a sole trader.

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Start the new tax year right

6th April marks the first day of the new tax year. Here's everything you need to know to start the new tax year off right.

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Covid-19 scams to watch out for - and how to protect yourself

We want to help you protect yourself against Covid-19 fraud. Here’s what you need to be aware of and what to watch out for.

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