Klyx is a secure, connected workspace that brings your teams, clients, tasks, projects and business applications together in one central platform, helping reduce administration and create a more connected efficient way of working.
Powering every connection
Connect your clients, teams, projects and business applications through one secure platform. Klyx creates a connected workspace where people, processes and information come together, helping you streamline workflows, improve communication and manage every project with complete visibility from start to finish – all from one platform.
Simple client onboarding
Create a library of branded forms that standardise client onboarding, project setup and information gathering. Enable clients to securely submit requests, upload information and complete onboarding forms through a simple, branded online experience. With intelligent workflows, automatically create tasks and notify the right team members as soon as a form is submitted, reducing manual administration and keeping work moving.
Keep every task on track
Manage everyday tasks from one central location. Whether tasks are created internally or by clients, assign, track and record every action against a client record, providing full transparency with a complete audit trail, and fewer emails sitting in personal inboxes. Give every task clear ownership and monitor progress in real time from creation to completion, keeping communication moving, balancing team workloads and ensuring tasks stay organised and on track.
Bring every project together
Manage every project from one secure central workspace, bringing your team, clients, tasks, timelines and documents together in one place. Track progress in real time, assign clear task ownership and track milestones with flexible project views such as lists and interactive Gantt charts. Share project documents, manage access with configurable permissions and balance team workloads to keep everyone aligned and projects moving forward.
One connected view of every client
View all your client details from one place, from live projects and upcoming deadlines to communications and documents. Give your team complete visibility, with the Klyx platform all designed in your own brand for a seamless, professional client experience.
One single sign-on for all applications
Access every application through one single sign-on, removing the need for multiple passwords. Users can personalise their central Launchpad with the applications all relevant to their role. Streamline everyday user management and quickly add, update or remove users across every connected application, helping protect your business, maintain compliance and reduce security risks.
Try Klyx for free
15-day free trial | No credit card needed
Frequently asked questions
If you have any questions, feel free to contact our team at info@klyx.com
Klyx is designed for businesses and accountancy practices that want to improve how they communicate and manage their clients, teams, tasks, projects and business applications from one central workspace.
Yes. Klyx can be configured with your own branding, creating a consistent digital experience for your teams and clients.
Yes. External users can be given secure access to Klyx, allowing clients to interact with your business and team through one central workspace. External users available for £3 per user per month
Yes. Configurable permissions allow you to control access based on roles, teams and requirements, so users only see the information and functionality relevant to them.
Yes. Klyx is designed to bring all your business applications together, giving users one central location and a single sign-on to securely access everything they need.
Yes. Create, assign and track tasks with clear ownership and real-time progress. Tasks can be created internally by a team member or externally by a client which is then recorded against the client records, helping improve visibility and maintain a complete audit trail.
Yes. Manage projects, tasks, milestones, timelines and documents from one central workspace, with flexible project views including lists and interactive Gantt charts. Any additional charge applies for our Tasks & Project Management module.
The Starter plan costs £60 per month and includes up to 10 internal users. Additional internal users cost £6 per user per month, with external users available for £3 per user per month
File Management can be added for £50 per month and Tasks & Project Management for £150 per month. Add-on pricing is charged at company level rather than per user.
Yes. You can try Klyx free for 15 days before choosing a monthly or annual subscription.
Klyx comes with online support as part of your monthly subscription. If you’re looking for a fully supported service, including telephone support, our partner company 4PointZero can help with setup and provide ongoing support for your team.