Client portal

Gone are the days of waiting for the post to arrive. Instantly and securely share documents, details and forms with clients online.

Make it your own

Make the Client Portal look like your website

With our white-labelling offering, you can completely customise the Client Portal to look like part of your website – your colours, your font, your web address. Arguably the best bit is your choice of background for the sign-in box.

Go paperless with e-signatures

Go paperless with e-signatures

Cut out weeks of time with e-signatures. Your client simply logs into their portal to provide a court admissible e-signature. If they need a little nudging, AccountancyManager will automatically chase them.

GDPR compliant

GDPR compliant

If you send sensitive information by email, it can be intercepted. The client portal is fully GDPR compliant, allowing your clients to exchange personal documents and information securely and allowing you to breathe easy.

"...it’s not just the documents and tax returns it’s: “I want my UTR or my company authentication.” And it’s all there, literally any information clients’ want on themselves, it’s all there"

— Sam Patel, Diamond Accounts
All client documents - in one place

All client documents - in one place

Your clients can access documents you share with them and fill in custom forms. You’ll get a notification when your client adds, downloads, completes or signs a document. The portal also acts as your own internal filing system.

A streamlined experience for you and your clients

  • Bulk register clients for portal
  • Clients can update their details
  • Court admissible e-sign
  • Secure document storage
  • GDPR compliant
  • Create and share forms
  • Chase for signatures and info
  • Notifications linked to portal

"AM completely revolutionised my practice overnight. I used to spend hours preparing..."

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What Our Customers Say

  • "We started using AccountancyManager in 2018 and haven't looked back! Using AccountancyManager has transformed our practice - more time to spend on the numbers and admin processes streamlined - one happy practice!"

    Caroline Hinde
    Caroline Hinde
    Caroline Hinde Accountancy