Paylist for accountants
Manage every client's payment details from one account. Onboard them, act on their behalf, and unlock a 10% partner discount on their paid plans.
10% off
every client's paid plan, for as long as you manage them
1 login
your entire client book, no juggling credentials
Fully audited
every action you take on a client is logged
How it works
Up and running in three steps.
Invite or link clients
Invite a client who isn't on Paylist yet, or send a link request to an existing business. They approve, and you're connected.
Manage on their behalf
Switch into any client's dashboard to manage their profile, bank accounts, integrations, and subscription — without a separate login.
Clients save 10%
Every client you host gets 10% off their Professional or Ultimate plan, applied automatically through the partner programme.
Why Paylist
Built for the people who manage the money.
One login, every client
Hold and manage all your clients from a single accountant account. No juggling credentials.
Verified bank details
Every business on Paylist verifies its company and bank details, so the payment information you manage is trustworthy.
A discount clients notice
The 10% partner discount applies for as long as you manage the client — a tangible reason to bring them onto Paylist.
Full audit trail
Every action you take on a client's behalf is logged, so there's always a clear record of who changed what.
Bring your clients onto Paylist
Set up your accountant account in minutes and start inviting clients today — they save 10%, you manage everything in one place.