Practice management features

A convenient online portal for your clients.
A time saving wonder for your business.

Real-time communication

Never miss important information with notifications and email alerts e.g. client form received.

New document added? You'll see the list of documents automatically update. The same applies to other pages including when an invoice is paid, task status changed or company information has been updated.

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Works on a range of devices

Desktop, tablet and mobile

We know as an accountant it is useful to access client information on the go and from a range of different devices. Our solution is built to support different sized devices including tablet and mobile.

All modern browsers are supported, so from IE10 to the latest versions of Edge, Chrome, Safari and Firefox.

Custom built forms

Our forms are designed to be clear and easy to use, with real-time validation and helpful hints. Forms can even be pre-filled with existing client information, such as their VAT number.

Create your own forms in minutes and allow your clients to submit information to you online, along with any attachments. Clients can see updates and you can send feedback once you are ready which they receive via email.

Create form
Client portal document upload

Upload and share files

All files are stored securely on the Amazon cloud, we have implemented a range of rules to safeguard privacy and protect data. This includes the ability to restore files that were accidentally deleted in the last 30 days.

Your accountancy practice and clients can securely upload documents of virtually any size. All file types are supported, add photos of receipts to company documents or correspondence.

Import from Xero

Easily add your Xero contacts, along with associated company data.
AccountingHub is integrated with Xero, Britain's leading online accountancy software.


Import settings
Companies House import

Companies House API

We can fetch information about any limited company thanks to the Companies House API.

Clients do not need to waste time filling out information about the company's address, key dates etc. This is automatically added with the option to override as needed.

Theme and brand

We understand your brand is important and we have several options available to help customise the look and feel of the app. This includes adding your own logo and displaying your practice details.

The emails we send can also be customised to include a particular greeting, valediction and footer details.


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Payments

Secure payments can be taken via Stripe, our payment partner.
Receive payments online via any major debit/credit card.

API Integration

We have integrated with Xero, Companies House and Stripe APIs.
Enabling you to import client data directly from Xero, accept online payments and more!

API integrations

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