Less admin, more advisory work
We help accounting practices automate client onboarding, document collection, and compliance workflows so your team can focus on advice.
What changes for your business
- Automate client document collection and reminders
- Reduce onboarding time from days to hours
- Give clients a self-service portal for submissions and status
- Eliminate duplicate data entry between practice management and accounting software
Challenges we hear often
Chasing clients for documents
Staff spend hours sending reminder emails and manually tracking who's submitted what.
Onboarding new clients is painful
Multiple forms, email chains, and spreadsheet trackers — every client follows a slightly different process.
Compliance deadlines create panic
No central view of what's outstanding until it's almost too late.
How we help
Client portals
Secure self-service access for clients to upload documents, view status, and communicate with your team.
Automated workflows
Trigger reminders, route documents for review, and update practice management automatically.
Compliance dashboards
Real-time visibility of deadlines, outstanding items, and team workload across all clients.
Try our client portal demo
Walk through the practice dashboard, review submissions with AI-assisted extraction, and switch to the client upload experience.
Open live demoStaff
staff@demo.com / demo-staff
Client
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Book a discovery call for your practice
30 minutes to map your document collection workflow and see what's possible with a client portal.
Common questions
See a similar scenario
A similar project and the outcomes it delivered.
Related reading
Why accountancy practices need a client portal (not more email)
Chasing documents over email doesn't scale. Here's what a practical client portal replaces — and what to build first.
Read article
How to calculate the ROI of business automation
A simple method for quantifying the cost of manual work — and making the business case for automation.
Read articleFacing similar challenges?
Request a free discovery call. We'll map your operations and show you what's possible.