Client Portals and Reporting Dashboards for Accountants and Advisers
Reporting dashboards, advisor portals, and financial product UX that meets the trust bar of the sector.
Accounting firms, bookkeepers and financial advisers work with many clients and hard deadlines. Receipts and invoices arrive by email and messaging apps, monthly reports go out as spreadsheets, documents are chased several times and before every VAT return or year-end the team works late. Clients do not know where they stand until they ask, and every question takes time from an accountant who should be closing the books.
A client portal changes the flow: clients upload invoices and documents in their own secure space, see reports and deadlines on a dashboard and get automatic reminders before every filing. Your team sees who has submitted what, reports can be generated from data in Xero, QuickBooks or your practice software, and a new client is onboarded with a digital engagement letter and e-signature. Fewer emails, fewer mistakes and more trust from the people who pay you.
Finance
Secure client portal
Every client logs into their own space, uploads invoices and documents, sees reports, deadlines and outstanding payments and messages their accountant. You see on one screen which clients have submitted their documents and which have not.
Web ApplicationsFinancial reporting dashboard
Monthly and annual reports with charts for revenue, expenses, cash flow and liabilities, generated from your accounting software's data. PDF export with your branding and comparison with previous periods.
Admin DashboardsDocument and deadline automation
Automatic reminders for tax deadlines and missing documents, data extraction from uploaded invoices, engagement letter generation and e-signature for new clients. The team spends its time on advice, not on chasing paperwork.
Automation SystemsFinance
With encryption, two-factor authentication, role-based access and a log of every action, so you know who viewed or changed what. Data can be hosted in Europe or on your own infrastructure, and the system is built with GDPR in mind. Backups run automatically and are tested regularly.
Experience across many kinds of business.
Finance
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