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Client portal

Gone are the days of waiting for the post to arrive. Instantly and securely share documents, details and forms with clients online.

All client documents - in one place

All client documents - in one place

Your clients can access documents you share with them and fill in custom forms. You’ll get a notification when your client adds, downloads, completes or signs a document. The portal also acts as your own internal filing system.

Go paperless with e-signatures

Go paperless with e-signatures

Cut out weeks of time with e-signatures. Your client simply logs into their portal to provide a court admissible e-signature. If they need a little nudging, AccountancyManager will automatically chase them.

GDPR compliant

GDPR compliant

If you send sensitive information by email, it can be intercepted. The client portal is fully GDPR compliant, allowing your clients to exchange personal documents and information securely and allowing you to breathe easy.

"...it’s not just the documents and tax returns it’s: “I want my UTR or my company authentication.” And it’s all there, literally any information clients’ want on themselves, it’s all there"

— Sam Patel, Diamond Accounts
Make it your own

Make it your own

We’ll give you the HTML code to allow your clients to log directly into their portal from your website, so they don’t have to go to two places. You can brand the portal with your logo and company colours, too.

A full CRM system for your clients (optional)

A full CRM system for your clients (optional)

Your clients can use the portal as their own CRM to manage their business. They can store their customer details, create a task list, track their time. They can also create and send invoices, all in one place.

A streamlined experience for you and your clients

  • Bulk register clients for portal
  • Clients can update their details
  • Court admissible e-sign
  • Secure document storage
  • GDPR compliant
  • Create and share forms
  • Chase for signatures and info
  • Notifications linked to portal

Our users have described AM as revolutionary.

Find out why by signing up to a free 30-day trial.

Free 30 Day Trial

What Our Customers Say

  • "We started using AccountancyManager in 2018 and haven't looked back! Using AccountancyManager has transformed our practice - more time to spend on the numbers and admin processes streamlined - one happy practice!"

    Martin Brooks
    Caroline Hinde
    Caroline Hinde Accountancy
  • "AM completely revolutionised my practice overnight. I used to spend hours preparing engagement letters, chasing information and reminding clients of key dates. Now I spend less time doing admin and more time doing client work."

    Martin Brooks
    Martin Brooks
    Gold Stag Accounts
  • "Since switching to AccountancyManager, I now have a sense of comfort in knowing that all client details, tasks and documents are in one place, which is easily accessible. Client onboarding is a swift, simple process that appears slick and professional to our new clients."

    Martin Brooks
    Hannah Jeffery
    HJ Accounts Management
  • "AccountancyManager has saved the practice heaps of time when keeping track of deadlines & we've found the other features (e.g. time recording, client sign-ups) helpful to have all in one place."

    Martin Brooks
    Niall Hawkins
    Farrow Accounting & Tax