Our client app: account and case status, your advisor, your documents and your next appointment, all on your phone.
The same screens an advisor is looking at when you call.
Balances, statements and the figures already reviewed by the firm — not a separate copy that drifts out of date.
Each case or service request shows where it sits: received, in review, waiting on you, or finished. No one has to ask twice.
Messages stay attached to the matter they belong to, so the next person who picks it up reads the whole thread.
See open times with your advisor and take one, in person or by call, without the back-and-forth.
Signed copies, statements and the packs we prepare for you — downloadable, and still there next year.
Notifications when something needs your signature, your figures, or your decision — so a deadline is never the first you hear of it.
Ask for any of these by name — portal access comes with all of them.
Set up for existing clients, with named users and access levels decided by you.
Ongoing advice for owners and directors, with the working papers kept in your portal.
Periodic accounts, statements and filings, delivered into the portal rather than an inbox.
One-off matters opened as a case, so you can follow it through to close.
Scope and fees are agreed in writing with your advisor before any work starts.
I used to send three emails to find out where a filing stood. Now I open the app and the status is already there.
Two of us from the business have access, which means nobody is forwarding statements around any more.
Booking the quarterly review takes about a minute. The messages going back to the same advisor is the part I value most.
Existing clients of the firm. Your advisor sets up access once an engagement is in place, and decides with you who at your business gets an account.
Yes. Users are named individually and you tell us what each of them should be able to see — some clients give a bookkeeper document access only.
No. It replaces chasing for a status update. Meetings, calls and written advice carry on exactly as they did.
The signed and final versions we issue to you are the ones filed there, and you can download them whenever you need them.
Please do. Send an enquiry below describing what you need looked at and an advisor will come back to you about next steps.
Tell us what you need looked at and we will come back with next steps.
A short note is enough — a few lines about your business and what you need.
An advisor will get in touch with you shortly.
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