Plot for accounting firms

    AI marketing built for accounting firms.

    Plot knows the accounting calendar, speaks your clients' language and understands your world. Strategy first. Content that earns its place.

    14 days free. No card required.

    The reality of marketing a firm

    You know what's getting in the way.

    No time to think about marketing between client work

    Tax season swallows everything. Marketing stops for months.

    Agencies are expensive and don't understand your world

    Other accounting firms are building their presence while you're heads-down in client work. That's the gap Plot closes.

    Generic AI tools don't sound anything like you

    You know you need to market. You've known for years.

    How Plot works

    Plan. Know. Create. Repeat.

    01

    Plan

    Plot creates a 90-day plan around your firm's calendar — tax deadlines, year-ends, regulatory moments and the quieter periods you should use to build authority.

    02

    Know

    The Plot Intelligence Feed listens and learns from your activity, industry insights and the latest Plot team updates — curated by the Shapes team who have spent years marketing accounting firms across the UK.

    03

    Create

    Generate posts, emails and articles in your firm's voice. Strategy first. Content that earns its place.

    04

    Repeat

    Every quarter Plot replans, refreshes and keeps your firm visible — even when you're heads-down in client work.

    How Plot compares

    Built for firms. Not for everyone.

    FeaturePlotBOMAAgencyGeneric AI
    Strategy-first
    Understands accounting sector
    Learns your brand voice
    ~
    Human expertise built in
    90-day unique strategic content plan
    ~
    Monthly curated intelligence feed
    Unlimited users in account
    Monthly costFrom £29/mo£49/mo£1,000+/mo£49–59/mo (1 user)

    Integrations

    Plugged into the tools your firm already uses.

    Canva

    Every post Plot writes is one click from Canva. Design ready visuals without leaving your flow.

    WordPress

    Send blog articles straight to WordPress. No copy paste, no formatting faff.

    Mailchimp

    Push generated emails into Mailchimp ready to send to your clients.

    More integrations coming soon

    Plot Intelligence Feed

    What to talk about, when and why.

    Every month the Shapes team publish what to talk about, when and why. Sector-specific. Curated by humans. Delivered by AI.

    Pricing

    Simple pricing for firms.

    14 days free. No card required.

    ESSENTIALS

    £49/mo

    £29/mo

    Everything your firm needs to plan, know and create. 50 credits per month.

    • 50 AI credits per month
    • Unlimited users
    • Full 90-day strategic plan
    • All channel connections
    • Image Creator included
    Start free Essentials trial

    14 days free. No card required.

    Most popular

    EXPERT

    £179/mo

    £139/mo

    For firms serious about growth. 200 credits per month plus a 1-1 strategy session twice annually.

    • 200 AI credits per month
    • Unlimited users
    • Everything in Essentials
    • In-app analytics
    • 1-1 strategy session twice annually
    • Priority support
    Start free Essentials trial

    14 days free. No card required.

    EXPERT PRO

    £299/mo

    £199/mo

    For firms who want a dedicated marketing expert and monthly strategy support.

    • 350 AI credits per month
    • Unlimited users
    • Everything in Expert
    • In-app analytics
    • Quarterly Expert strategy session
    • Brand audit included
    • Dedicated marketing expert
    • First access to new features
    Start free Essentials trial

    14 days free. No card required.

    Those who show up consistently win more work than those who don't

    BOOK A DEMO

    We know what it's like. Software everywhere. Book a free 20min demo.

    Ready to grow your practice?

    Try Plot free for 14 days. No card required.

    Start free Essentials trial →