Less chasing. More time for your clients.
We cannot finish the client’s work until the last document arrives in the right place.
WE BUILDAccounting client portals · Secure document checklists · Engagement-letter approval steps
Your work. Our build.
- 01Receive the practice enquiry
- 02Agree the engagement
- 03Collect client documents
- 04Review the work
- 05Arrange the next review
Each handover is a chance to make the day run better.
How we help.
Four levels, from a new practice enquiry to the next client review.
Be found.
Show a prospective client what your practice can help them with.
- Clear practice service pages
- Approved explanations of your specialisms
- Practice enquiries capture the service and business context
- A useful intake reaches the right member of the firm
Be heard.
Make the administrative response as dependable as the work.
- Helpful practice updates
- Feedback about the client’s administrative experience
- Client questions linked to the current engagement
- Reply drafts approved by the responsible accountant
Be remembered.
Keep client documents and review dates in the same view.
- Permission-based practice information
- Personal review invitations at an agreed time
- Document requests tied to the client engagement
- Staff-approved review dates create accountable follow-ups
Be called back.
Give the practice a clear list of work waiting on someone.
- Useful progress updates for current clients
- A clear way to arrange the next review
- Engagement and document status connected where supported
- Pending client actions shown in the practice working view
Behind each level: software built around the way you work.
Start with your working day.
“We have requested the same document in two email threads.”
“A client review is due but the follow-up has no owner.”
Illustrative owner situations.
Works alongside tools like…
Xero Partner Hub + Practice Management, Microsoft 365, Google Workspace.
We connect your tools. We check access and available connections with you before the fixed quote.
Bring the process that frustrates you. We’ll work out what to build.
A few things to know.
Can a document checklist show what is still missing?
We can build a checklist around your agreed storage and practice workflow. Your team sees completion status without moving records into an unapproved system.
Can review dates create a reminder for the responsible accountant?
Yes. We agree the source of the date, the responsible staff member and the client communication rules before connecting reminders.
How much does it cost?
We quote after the free 30-minute call: a clear, fixed scope.
Do we need to replace our existing tools?
We start with what you have and connect it where practical.
What happens after launch?
We help your team use the system, measure what changes and improve it.
What level is your business on?
A free 30-minute call and a one-page plan within 2 business days. Most builds live in 4 weeks. Fixed quote after the call.
