Practice Management Features
A convenient online portal for your clients
saving wonder for your business
Upload And Digitally Sign Documents
All files are stored securely within the EU to comply with GDPR. We have implemented a range of rules to safeguard
privacy and protect your data.
Both staff and clients can securely upload documents of virtually any size and their are no storage limits. We also support legally binding digital signatures.
Securely Request Information
How often do you need to chase a client to reply to an email?
Create online forms to securely capture the information you need.
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.
Never Miss A Client Response
It can be hard to keep emails organised and sometimes take forever to find the information you need.
AccountingHub's email integration, automated client reminders and forms allow you to quickly find and manage client information.
Our Office 365 integration allows you to review and triage emails as they arrive, plus automatically associate messages with a client for future reference.
Automated Client Reminders
Easily send clients a customised reminder for any dates you like. Add Reminders manually or based on rules (e.g. 2 weeks before VAT filing).
It has never been easier to keep clients informed and aware of filing dates or upcoming events.
Reminders can be sent on any date you like, even weeks before or after a key date. Approve each manually or allow AccountingHub to send automatically.
Manage Ongoing Work
View and manage ongoing work across your practice, with email alerts and weekly reminders.
Company filing dates are automatically synchronised with Companies House and added to your task list.
Workflows can also be created, allowing you to easily start a series of tasks at once based on the steps you define.
Access From Anywhere
We understand it is important to have secure access to 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.
Easily Get Started
Import all of your clients at once using our import wizard. Upload a spreadsheet and we'll
automatically detect the data format, showing you a preview of all of the clients that will be
All clients will be able to login to your branded client portal, allowing them to access information and submit forms.
Companies House Information
We automatically import information such as the registered address, list of directors, key dates
and more whenever you add a limited company client.
This information is then used to create tasks and reminders for filing dates so nothing slips gets missed.
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 are also customisable and will include your own email as the reply address.
Secure payments can be taken via Stripe, our payment partner, allowing you to get paid faster for any fixed fee work.
Receive payments via any major debit or credit card.
Best In Class Integrations
We have integrated with Office 365, Stripe, EverSign, Companies House, MailChimp, FreeAgent and Xero APIs.
Enabling your practice to accept online payments through to supporting digital signatures.