For accountants
A client portal that stopsthe document chase
Imajin Studios builds custom portals for UK practices. Clients upload purchase invoices, SA info, and year-end packs against your checklist, with reminders before filing deadlines. Optional AI can help extract invoice lines for review.
The problem
Why practices look for this
The same chase loops show up before every filing deadline. Here is what usually breaks first.
VAT packs stuck in email threads
Partners and managers spend hours chasing purchase invoices and bank PDFs before the return.
Nobody knows who is still outstanding
Status lives in spreadsheets, memory, and half-finished WhatsApp threads.
Filing waits on incomplete packs
VAT, SA, and year-end work stall because documents arrive late or in the wrong format.
Our approach
How we help
Custom software for UK accounting firms. Shaped around your packs, channels, and filing calendar.
Branded client portal
Clients log in, upload what each job needs, and see progress without calling the office.
Reminders and staff dashboard
Overdue pack items nudge clients automatically. Your team sees delays before they blow up a deadline.
Connect to tools you already use
Link the portal to practice management and Xero so data is not retyped.
What you get
Clearer lists. Less chasing.
Clients upload VAT and SA documents against your checklist
Automatic reminders before return and filing deadlines
Staff see every outstanding pack without digging through inboxes
Less retyping of invoices into Xero or QuickBooks
In context
Built for how your practice already works
Custom portals shaped around how your practice already works, not another generic product.
FAQ
Common questions
Straight answers on fit, timing, and what custom means here.
Ready to cut the VAT and pack chasing?
Book a free first call. Custom software for UK accounting firms, including optional helpers that know your lists and filing dates.