Practice management features

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

Never miss a client response

It can be hard to keep emails organised and take minutes to find the information you need. AccountingHub keeps all your client information accessible from anywhere, with real-time updates.

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Works on a range of devices

Access from anywhere

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.

Get the information you need

How often do you need to chase a client to reply to an email or they miss a question? Use our forms instead to simplify client communication and keep your data secure.

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.

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Client portal document upload

Upload and share files

All files are stored securely and in the EU. 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.

Easily get started

You can import any number of clients by uploading a spreadsheet or individually using our form, we also have FreeAgent and Xero integrations.

Each client can sent login details to your branded client portal, allowing them to access information and submit forms.


Import settings
Companies House import

Companies House API

Company data is automatically kept in sync using the Companies House API.

We can pull in information about the company's registered address, key dates and more whenever you add a limited company client.

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 or credit card.

Support for recurring payments will be available from Q1 2018.

API Integration

We have integrated with Stripe, Companies House, MailChimp, FreeAgent and Xero APIs.

Enabling your practice to accept online payments through to importing client data directly from FreeAgent/Xero.

API integrations

Get started

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No credit card information is required.


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