Your portal is where working with us happens. Instead of email chains and attachments, you can see what we're doing, what we need from you and how your business is performing, whenever you want to look.
Your figures are pulled from Xero or QuickBooks and refreshed automatically every night, so they're always current.
Your accountant updates the status board as they work, so you can see where things stand without having to ask.
Add the detailed financials view for a month-by-month profit and loss and balance sheet, so you can see how each month compares and spot trends early.
It's included in our Scale package, and can be added to Sole Trader Plus or Limited Company as an add-on.
Every client gets the portal from day one. The only optional extra is the detailed financials view.
Your data is encrypted in transit and at rest, and access is limited to you and your accounting team.
No. The portal runs in your web browser on your computer or phone. You just log in.
They're refreshed automatically every night from your accounting software, and include everything recorded up to that point.
Yes. Press Refresh now in your Financials tab to pull the latest from your accounting software. Your transactions are coded by a person, though, so something you've only just uploaded may not show until we've coded it.
Of course, but we prefer to talk through your portal, so everything is in one place and you can always see the full history. Whenever we send you a message, we'll email you a link that takes you straight to the chat.