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Vestd for accountants

Smarter share scheme management

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Seamless share admin

Real accountants, real results.

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Refer

A simple, no-admin way to add value to clients.

Ideal for:

👉 General accountants

👉 Outsourced CFO/FD networks

👉 Firms with no in-house share scheme support

Enjoy:

👉 Clear referral tracking via partner portal

👉 Client and accountant guidance

👉 Full delivery + share scheme setup

👉 Tiered reward programme

👉 Brand promotion

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Support

An easy way to build on your share scheme services

Ideal for firms:

👉 Working with lawyers on share plans

👉 Advising on but not executing schemes

👉 Offering valuations, filings, etc.

Enjoy:

👉 Valuation assistance

👉 Guided flows for share scheme design

👉 A dedicated contact

👉 Simpler HMRC notifications, filings and governance

👉 Document drafting support

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Implement

Self-manage share schemes on Vestd

Ideal for:

👉 Tech-first businesses

👉 Specialist advisory firms

👉 Fractional CFO/FDs

👉 Servicing mid-sized and scaling companies

Enjoy:

👉 A fully digital, paper-free workflow

👉 A stickier service offering for stronger client retention

👉 Unlocking additional rewards for further referrals to Vestd

👉 A unified dashboard for multiple clients

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Which partner am I?

Answer a few quick questions and we’ll recommend the route that fits how you already support your clients.

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Equity management just got easier

Enhance your advisory offering today.

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