Client: IRIS KashFlow
Role: Freelance Developer
Project: A bespoke WordPress plugin that enables KashFlow users to quickly find, filter and compare accountants who specialise in KashFlow bookkeeping

I designed and built a custom accountant-search plugin that enables KashFlow users to quickly find, filter and compare accountants who specialise in KashFlow bookkeeping. The tool streamlines the discovery and comparison process, giving business owners a clear and intuitive way to choose the right accountant. It also provides accountants with a login area where they can manage enquiries and update their own profile details.

Small business owners using KashFlow often struggle to find accountants who genuinely understand the platform. The existing partner directory had several limitations:

• The search function was basic, which made it hard for users to filter by the criteria that mattered most to them such as location, specialism or client type.

• There was no simple way to compare accountants side by side.

• Users had to leave the directory to contact accountants, often ending up on multiple external websites.

• Accountants had no way to manage their listings or access enquiries in one place.

As a result, the process was time-consuming for users and inefficient for accountants.

1. Integration with the KashFlow Directory

I built a structured integration that pulls accountant listings directly from the KashFlow partner directory. This ensures the plugin always displays accurate and up-to-date information.

2. Advanced Search and Filtering

I created a flexible search system that allows users to filter by:

• Region

• KashFlow specialisms

• Practice size

• Number of KashFlow clients

• Services offered

• Industries served

This gives users a much clearer path to finding accountants who suit their needs.

3. Comparison Tool

Users can select multiple accountants and view them in a clean comparison layout that presents:

• Services

• KashFlow experience

• Practice overview

• Client focus areas

• Contact methods

• Reviews if available

This removes the guesswork that existed in the original directory.

4. Contact Accountant Feature

I added a built-in contact system so that users can message accountants directly from inside the plugin. All messages are captured in a central inbox and accountants are notified instantly. This keeps the entire process contained within a single interface.

5. Accountant Login Area

To support the accountant side of the system I created a secure login area. Accountants can:

• Read and reply to messages

• Manage and organise their enquiries

• Update their profile information such as services, contact details and specialisms

This converts the directory into an active lead management tool rather than a static listing.

6. Accessible User Interface

I focused on a modern and intuitive UI that feels familiar to anyone using a web application. It is fully responsive and works smoothly on both desktop and mobile devices.

• Users find accountants more easily because the filters and comparison tools surface relevant matches.

• The contact workflow has increased enquiries because users no longer need to navigate multiple websites.

• Accountants receive higher quality leads since users can pre-qualify themselves through filters and comparisons.

• The accountant dashboard gives accountancy practices real control over their listings and a direct channel for communication.

• Overall satisfaction has improved for both sides of the marketplace.

• Keeping listings fresh required careful planning around syncing and caching.
• Users do not always understand accounting terminology, so clarity within filter labels and help text was essential.
• Designing for both users and accountants required thoughtful UX design and consistent data handling.
• GDPR compliance needed to be prioritised from the start due to the messaging feature.

This plugin transforms the original directory into a complete workflow for discovering, comparing and contacting accountants. It benefits business owners by simplifying their search and benefits accountants by giving them tools to manage enquiries and keep their profile up to date. Both sides gain a clearer, more efficient and more effective experience.