Product updates

Introducing Practice Accounts: Streamlining collaboration for accounting firms

At Mimo, we’re on a mission to make payments and financial workflows seamless for UK SMEs, and their accountant and bookkeeper. But we know that firms of all sizes—especially mid-sized and larger firms—need more than just automation. They need structure, control, and seamless collaboration to serve their clients efficiently. That’s why we’re excited to introduce Practice Accounts, a powerful new feature designed to help firms manage teams and clients more effectively in Mimo.

At Mimo, we’re on a mission to make payments and financial workflows seamless for UK SMEs, and their accountant and bookkeeper. But we know that firms of all sizes—especially mid-sized and larger firms—need more than just automation. They need structure, control, and seamless collaboration to serve their clients efficiently. That’s why we’re excited to introduce Practice Accounts, a powerful new feature designed to help firms manage teams and clients more effectively in Mimo.

At Mimo, we’re on a mission to make payments and financial workflows seamless for UK SMEs, and their accountant and bookkeeper. But we know that firms of all sizes—especially mid-sized and larger firms—need more than just automation. They need structure, control, and seamless collaboration to serve their clients efficiently. That’s why we’re excited to introduce Practice Accounts, a powerful new feature designed to help firms manage teams and clients more effectively in Mimo.

Alexander Segerby

Co-founder & CPO

The challenge: Managing clients at scale

As firms grow, managing client relationships and internal teams becomes more complex. Accountants and bookkeepers need to seamlessly collaborate with colleagues, maintain visibility across client accounts, and ensure the right team members have the right level of access. Without firm-wide management capabilities, rolling out new financial tools like Mimo can be a challenge.

The solution: Practice Accounts

Practice Accounts gives accounting firms a structured way to manage teams and clients within Mimo. Whether you’re a growing practice or a well-established firm, this feature ensures smoother collaboration. With Practice Accounts, you can:

Collaborate firm-wide: Invite team members to a centralised Practice Account, making it easy to manage client portfolios in one place.
Assign clients to team members: Admins can allocate specific team members to specific client accounts, ensuring accountability and structured workflows.
Control access & permissions: Maintain control over who has access to which clients, ensuring security and compliance.
Streamline client onboarding: Add new clients seamlessly to the firm’s Practice Account, making it easy to onboard and support them efficiently.

Why this matters

For accounting firms managing multiple clients, scaling with Mimo just got easier. Instead of handling clients in silos, teams can now work collaboratively within a structured, firm-wide environment. This means better efficiency, more control, and a smoother rollout of Mimo across the firm’s client base. Whether you're part of a growing practice looking for better workflow management or a larger firm needing structured client oversight, Practice Accounts adapts to your needs.

Getting started with Practice Accounts

Practice Accounts is now live for all accounting firms using Mimo.

Need help getting started? Our team is here to support you—reach out to us to learn more.

With Practice Accounts, we're making it easier for firms of all sizes to embrace the future of financial automation. Try it today and take firm-wide collaboration to the next level.

🚀 Sign up to Mimo and experience the power of Practice Accounts now!

Effortless business payments,
with credit built-in.
Effortless business payments, with credit built-in.