Accounts for companies, not just people
Organisation Accounts
Group colleagues under one organisation account with its own owners and members. Ask for agreements once per organisation instead of chasing everyone individually.
Solutions
Portal software for accountancy practices
Practices swapping records and engagement letters with client companies.
A private, branded portal you set up and change yourself: your domain, your content, and full control over who sees what.
Portal software for accountancy practices
- Set up by you
- No need for a developer
- Ready to use
Plans start from £49/month.
First 3 months FREE, with free setup support, for a limited time.
Select features for accountancy practices
Stop hunting through email for client records
One place for every piece of content
Central Media Library
Upload once and use the file anywhere. See where each one appears across your content, and the portal won’t let you delete anything still in use.
Build your own application form
Application Form Builder
Ask exactly what you need to know by building your own application form. Drag together the questions that matter: text, dates, dropdowns, file uploads, agreements. Mark the ones you need and nobody can submit without them.
Proof that they agreed, kept automatically
Policy Consent Logging
Publish your terms and privacy policy, and every acceptance is stored with the date and where it came from. Update a policy and the people it affects are asked again before they carry on.
Set access as public, authenticated, or tier-based
Per-Item Visibility Permissions
Every page, document, event and announcement can be public, open to contacts, or limited to particular tiers. Anyone without access doesn’t see it at all.
Live at your own web address
Custom Domain
Point your own domain at the portal so it reads as part of your website. We show you the exact records to add, then check them for you.
Frequently asked questions
Get answers to questions about accountancy practices
Here are the top questions we receive for accountancy practices, covering setup, access and brand control. If you have a specific requirement not addressed below, get in touch and we will walk you through it.
- Do I need a developer to set it up?
- No. Everything is done from the dashboard: domain, branding, content, portal navigation, forms, tiers, permissions. There’s nothing to install, nothing to host, and no code to write or maintain. If you’d rather not do it yourself, free setup support is included in every plan.
- Does it work for companies rather than individuals?
- Yes. An organisation account groups several people under one shared account with its own owners and members: a client company, a member firm, a building. You can ask for agreements once per organisation instead of chasing everyone in it.
- Will it look like my own site?
- Yes. Connect your own domain, set your brand colours and typeface, upload your logo, and customise your navbar, pages and footer. Add any information you like, including links to your website and social channels.
- How do people get access?
- However you want. Open registration lets anyone sign up and get in straight away. Or ask them to apply first, read what they’ve sent, and approve or decline with a reason. Either way, approval puts them on a tier that decides what they can see, and you can switch between the two whenever you like.
- Do cheaper plans have fewer features?
- No. Every plan includes the core product, your own domain and the approval workflow. Plans differ by capacity (contacts, organisations, seats, storage) and by the level of support. For a limited time, the first three months are free, a good chance to work out what fits you best.
- What record do I get of what people agreed to?
- Every acceptance of your terms or privacy policy is stored with the date and where it came from. Submissions keep their answers as they were given, so editing a form later doesn’t rewrite what someone already told you. Update a policy and everyone affected is asked again.