Review open requests and preparation status across the client portfolio.
Client preparation for accountancy practices
Spend less time reconstructing what happened.
Bring client requests, responses, preparation status and internal practice notes into a controlled workspace.
Built for individual accountants and small practices working with sole traders and owner-managed businesses.
1 client and 1 seat free
No card required
Clients retain access control
Practice overviewClient preparation
August 202612Active clients
4Need a response
6Ready to review
N
North StudioBank statement requested
Awaiting clientF
Field & FormMonthly preparation complete
Ready to reviewH
Harbour CreativeClient replied 18 minutes ago
Awaiting practice3 pinned practice notes8 open requests
Connect requests and private notes to the relevant month or record.
Assign work clearly without automatically exposing client information.
How it works
A shared preparation process with clear boundaries.
Each stage keeps the request, response and relevant client context together.
Connect the client
The client approves access before their workspace becomes available to the practice.
Request what is missing
Create a dated request, assign responsibility and keep the current status visible.
Review the response
Open the relevant client workspace and continue preparation with the supplied context.
Keep the practice record
Add private internal notes, pin important items and preserve metadata changes in audit history.
Professional workspace
Move from the portfolio into the client detail.
Start with the shared queue, then open the client’s read-only financial workspace when preparation needs more context.
Portfolio-wide request queue
Awaiting client and awaiting practice statuses
Reporting-month filters
Client replies and supporting documents
Private practice notes
Author, assignee and timestamp details
Shared work queuePreparation requests
8 openUpload August bank statementNorth Studio
Awaiting clientConfirm equipment purchaseField & Form
Awaiting practiceExplain owner transferHarbour Creative
Client repliedReview missing receiptMorrow Design
Awaiting clientClient control
Practice access stays explicit.
Team membership and client access remain separate throughout the workflow.
Approved client workspaces
Requests and client replies
Preparation status
Assigned practice work
Internal practice notes
Clients approve and can revoke access
Team membership does not grant client access
Internal notes remain invisible to clients
Original saved note text remains fixed
Metadata changes remain auditable
Controlled accountant pilot
Start with 1 genuine client relationship.
Use the Free professional plan with 1 client and 1 seat. Practices joining the controlled pilot can also provide direct feedback on the preparation workflow.