Securely communicate online with your clients
create forms and accept payments
Client documents of any size can be uploaded and securely shared. Your clients can login to view
documents and upload their own files.
You can also add internal only or public documents (e.g. a contractor guide or account templates)
Create custom forms that your clients can securely complete online. Add any number of questions and
mark as required fields if needed.
Our forms support: text, number, phone, email, website, file and date types.
Create invoices with AccountingHub and allow your clients to pay online.
Automatically email the client with the invoice details (including a reminder) if you wish or contact them directly. You can also include alternative payment information e.g. bank details.
Clients do not even need to login to make a payment, simply open the link in the email.