The AccBooks client portal

What is the firm portal?

The AccBooks firm portal is a dedicated view for accounting practices and bookkeeping firms. It lets you manage all your client companies from a single dashboard — seeing which clients need attention, what’s coming due and where the AI has flagged issues that require your review.

Setting up your firm

1. Go to Settings → Firm → Set up firm.
2. Enter your practice name and SRA/ICAEW/AAT registration number (optional, for compliance purposes).
3. Add your firm logo — it appears on reports and emails sent to your clients.
4. Click Create firm.

Your firm profile is now separate from any individual client company.

Linking client companies

Option A — Client already has AccBooks

1. Ask the client to go to Settings → Team → Agent access → Authorise firm.
2. They search for your firm and click Authorise.
3. The company appears in your firm portal immediately.

Option B — Set up a new client in AccBooks

1. From the firm portal, click Add client → Create new company.
2. Enter the company details.
3. AccBooks creates the company and links it to your firm automatically.

The portfolio view

The firm portal home screen shows all your clients in a grid. Each tile shows:

• Company name and type
• Outstanding reconciliation items
• Upcoming filing deadlines
• Any flagged issues (red) or pending approvals (amber)
• Last activity date

Click any tile to switch into that client’s AccBooks environment instantly — no separate login required.

Triage queue

The triage queue is a cross-portfolio view of all transactions, documents and queries that need your attention across all clients. Filter by:

• Unclassified transactions — items the AI couldn’t classify with confidence.
• Documents to review — uploaded documents awaiting processing.
• Client queries — items your client has flagged for discussion.
• Approval requests — items awaiting your sign-off.

Work through the triage queue to stay on top of all clients without switching between them individually.

Deadline tracker

The deadline tracker shows all upcoming and overdue filing deadlines across your entire portfolio:

• VAT return dates
• Corporation tax payment and filing deadlines
• Companies House accounts
• Confirmation statements
• Payroll year-end

Filter by client, deadline type or date range. Export as CSV for reporting to your firm’s management.

Staff assignment

Assign specific team members to specific clients:

1. In the firm portal, go to Team → Assignments.
2. Drag clients onto staff members, or use the dropdown on each client tile.

Staff see only the clients assigned to them in their triage queue and portfolio view. Senior staff and partners see all clients.

Client reports

From the firm portal, generate reports for any client without switching to their environment:

1. Click Reports → [client name].
2. Select the report type and period.
3. AccBooks generates the report.
4. Share directly to the client via the built-in sharing feature.

Branding

Your firm’s logo appears on:

• PDF reports generated for clients.
• Notification emails sent from AccBooks on your behalf.
• The client-facing document portal.

Upload your logo under Firm settings → Branding → Logo.