Connect Xero, map each client company, and give clients a branded place to view invoices, receipts and the custom reports your practice builds for them.
Xero is brilliant for the practice, but clients still need a simple place to see invoices, receipts, balances and reports without asking your team to resend them. AccountantPortal connects to Xero once, maps each client company to the right organisation, and turns repeat requests into one branded portal they can open themselves.
Getting started shouldn't require complex setups or weeks of configuration. Simply upload your practice logo and our system instantly styles your entire portal, dashboard, and login screens to match your unique brand colors. A complete, professional customer experience ready to launch in less than 60 seconds.
Fully branded to you, on a custom web address and connected to Xero. Let clients view and download invoices, receipts and balances, complete forms, upload records and open the reports your practice publishes for them.
Build clear, interactive checklists so clients see exactly what is needed—from onboarding forms to tax files. Clients can securely upload their documents directly into the portal, giving your practice a single central dashboard to see what is done and who still needs to submit files.
Select the account codes you want, drag them into a report layout, and publish the finished view to the client portal. Clients see the latest version in real time and can download a branded PDF whenever they need one.
The accounts work is only half the job. The rest is chasing records, resending Xero documents, turning figures into client-ready reports and giving your team something they can actually track.
A client asks for last quarter's invoice breakdown while another sends receipts in three emails and a WhatsApp photo.
You chase payroll details, VAT records and a signed engagement letter, then try to remember which client has replied.
A director wants a simple account summary, but the figures live in Xero and the client-ready version still has to come from you.
"Can you resend that invoice?" You open Xero, download it, attach it, send it, and know the same request will come back.
You finish the week with client admin that should have been self-serve, branded, and safely filed from the start.
Build simple online forms to collect onboarding answers, tax details, payroll changes, receipt notes and anything else you need back. Clients complete everything in your branded portal, and the reply lands in the right place.
Each one removes a repeat task from the week and gives clients a clearer way to work with your practice. No extra tools. No scattered attachments. No repeated chasing.
Connect Xero once and map each client company to the right Xero organisation. Clients can open invoices, receipts and balances themselves, while your practice controls exactly what each portal exposes.
Upload the engagement letter, let the client accept it in the portal, and keep the evidence with a clear audit trail. No forwarded attachments or version confusion.
Bank statements, receipts, payroll documents and supporting files arrive against the right client company instead of disappearing into inbox threads.
Put your practice forms in the portal once. Clients complete them on phone or desktop, required fields stay required, and the finished reply lands in the right client company record.
Build reports by dragging account codes from the chart of accounts into the layout you want. Publish them to the client portal in real time, then let clients view, download or PDF branded versions whenever they need them.
Completed forms, accepted engagement letters and uploaded records are tied back to the client company. Your team can see what came back without searching the inbox.
AccountantPortal gives every client company a simple login for Xero invoices, receipts, balances, forms, uploads and branded reports. You get a clear view of what is done, what clients can already see and what still needs a nudge.
Build the request once, send it from the portal, and see who has finished it without digging through emails.
Clients upload from their phone or desktop and the files land against the right company.
Give clients a clean online form instead of a PDF attachment. Required questions stay required and replies are easy to review.
Forms, uploads, checklists, Xero invoices, receipts and reports sit in one simple login they can open 24/7.
Same practice, cleaner client experience: Xero invoices and receipts, records, signatures, branded report PDFs and updates all in one portal.
Give every client company a branded login for Xero invoices, receipts, records, forms and reports without building your own portal from scratch.
Collect receipts, bank statements and answers in one secure client space, then keep the status visible to the team.
Authorise your Xero organisations once, then map each AccountantPortal client company to the correct Xero tenant and choose what clients can see.
Build branded report packs from Xero account codes and let clients view or export them from the portal instead of waiting for attachments.
Start with a 14-day free trial, grow when you need more, and keep every client company, Xero connection and client-facing report in one place from day one. All prices exclude VAT.
Solo
£25
+ VAT / month
For sole traders giving a handful of clients a proper portal for the first time.
Practice
£75
+ VAT / month
For growing firms that need forms, files, agreements and Xero across a full client book.
Enterprise
Contact us
Tailored to your setup
For firms running multiple brands, trading names or service lines that each need their own branded portal.
Show us how your practice handles client records and Xero questions today. We'll show how clients can open invoices, receipts and branded reports in your portal, connected to Xero.
Request a walkthrough
Tell us what your clients ask for today
