All of your client information in one place and available instantly, from documents that clients can digitally sign to automatically sending reminders to clients. AccountingHub enables your practice to easily manage information and collaborate with your clients. Save time and reduce the number of client requests to your practice by providing online access to client information, documents and forms.
Clients can easily retrieve or send information whenever they wish, providing them with a hassle free and secure online experience. View ongoing work across your practice and receive automated alerts. Assign tasks to different members of staff, track progress and even view the time spent against each client.
Clients can easily retrieve or send information whenever they wish, providing them with a hassle free and secure online experience. View ongoing work across your practice and receive automated alerts. Assign tasks to different members of staff, track progress and even view the time spent against each client.
Services
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.
AccountingHub is better value than the equivalent plan from Karbon (40) or AccountancyManager (40). Unrivalled functionality, nobody else provides email integration, document management & e-signatures, task management and a client portal. Sign up now and enjoy a free 14 day trial, no credit card information required.
Our client portal is designed to help you communicate with clients online, it is not an accountancy software package. AccountingHub allows you to easily build custom forms for clients, enables you to accept online payments and tracks key client dates (including the option to send reminders).
Our solution is a convenient interface between your practice and clients (who do not pay anything for access), increasing productivity and enabling self-service.Documents can only be accessed by authorised users. A practice can share a document such as a spreadsheet with all clients, or only to a specific client.
Our solution is a convenient interface between your practice and clients (who do not pay anything for access), increasing productivity and enabling self-service.Documents can only be accessed by authorised users. A practice can share a document such as a spreadsheet with all clients, or only to a specific client.
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