Best Client Portals for UK Accountants (2026)
The best client portals for UK accountants let clients upload records, sign documents and see what's outstanding without another email chase. This guide compares leading options, including Remindoo.
Unlimited users · Per-client pricing · Built by a practising Chartered Accountant
Dashboard
Welcome Robert Derek Altoft
Info Requested
31
Work in Progress
6
Under Review
0
With Client
0
Filed / Completed
4
Overdue
2
Internal Adherence
—
External Adherence
—
Invoice Pending
0
At Risk
2
Service Performance
Trend, quick metrics and team load for all services
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- Sharp Accountax
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
The best client portals for UK accountants combine secure uploads, document requests, e-signature and links to the firm's workflow. Remindoo's client portal sits inside its practice management platform, so a missing document holds up the right job automatically. Pricing is per client with unlimited users.
What is a client portal for accountants?
A secure online area where clients share files, approve documents and see requests from their accountant, replacing email attachments.
The most useful portals connect to the firm's jobs, so an upload moves work forward rather than sitting in an inbox.
Why UK firms are moving to portals
Email is not a secure way to send payslips, bank statements or passports for AML checks, and chasing records by email takes hours each week.
A portal gives clients one place to go and gives the firm a record of what was requested and when.
What a client portal should include
| Feature | Why it matters | Remindoo |
|---|---|---|
| Secure client uploads | Records arrive in the right client file. | Yes, Client portal and document sharing |
| E-signature | Engagement letters and approvals signed online. | Yes, E-signatures |
| Automated reminders | Clients are chased without staff time. | Yes, Automated reminders |
| Linked to workflow | Uploads move the job forward. | Yes, Recurring tasks |
| Client timeline | See every interaction in one place. | Yes, Client timeline |
How Remindoo works as a client portal
Clients log in to see what you need, upload files and sign documents; your team sees it on the client record and the related job.
Client portal and document sharing
Share requests and documents securely, not by email.
See featureE-signatures
Clients sign online, no printing or scanning.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureClient timeline
Full history of notes, emails and actions.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureCentralised client information
Services, documents and notes in one record.
See featureRemindoo pricing
Remindoo is priced per active client per month, with unlimited users on every plan. For example, a firm with 75 active clients pays £67.20 a month ex VAT on Core (£80.64 inc VAT) or £78.00 ex VAT on Growth (£93.60 inc VAT). Yearly billing saves 10%.
Archived clients are not counted. Every firm starts with a 60-day free trial; a payment card is taken at sign-up. See the full calculator on the pricing page.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
Best client portals for UK accountants compared
Competitor details below come from public websites and may change. Anything marked 'To be verified' has not yet been confirmed with the supplier — check before you decide.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting a portal built into practice management | Per active client per month, unlimited users | Core from £67.20/month ex VAT at 75 clients | Practice management, CRM, workflow, client portal and built-in AML/KYC checks in one UK-focused platform | Does not file returns with HMRC or Companies House; use your existing tax and accounts software for filing | 27 September 2026 (source, opens in new tab) |
| AccountancyManager | Small and mid-sized UK firms wanting practice management with client onboarding | Per user per month (tiered) | Quote on request | Strong onboarding and e-signature workflow, established UK accountant user base | Per-user pricing can scale up quickly as a team grows | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Karbon | Larger firms wanting deep email and workflow integration | Per user per month (tiered) | Quote on request | Powerful workflow automation, email-to-task triage, detailed reporting | Per-user pricing and a steeper learning curve than simpler task tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Senta | Firms wanting a lightweight, template-driven workflow tool | Per user per month | Not publicly stated | Simple client and workflow templates, good for smaller teams | Fewer dashboard and reporting options than larger platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
| TaxDome | Firms wanting workflow plus a client-facing portal and e-signature in one tool | Per user per month | Quote on request | Strong client portal, document management and automation features | Built primarily for a broader accounting/tax market rather than UK-specific statutory templates | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Pixie | Small UK firms wanting a straightforward, affordable workflow tool | Per user per month | Quote on request | Clean, simple interface aimed at small practices | Fewer advanced reporting and capacity-planning tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Jetpack Workflow | Firms wanting recurring workflow templates without a full CRM | Per user per month | Quote on request | Good template library, easy to set up recurring jobs | Limited CRM and lead management features compared with all-in-one platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which option suits your firm?
- 1
Choose Remindoo if
you want workflow, CRM, client portal and AML checks in one place, and you don't want to pay per user.
- 2
Look elsewhere if
you need software that files returns directly with HMRC — Remindoo manages the work around filing, not the filing itself.
How we assessed these portals
We looked at public product pages for security, document requests, e-signature, links to workflow and pricing model. We have not tested every competitor hands-on; details marked 'To be verified' should be confirmed with the supplier.
What UK firms say on Trustpilot
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Switching to Remindoo
Most firms move across in stages: import clients, switch on the UK service templates you already run, then invite the team. Because Remindoo is priced per active client with unlimited users, adding staff during the move costs nothing extra.
Book a 30-minute demo and we will walk through your current setup, what to import first and how long a typical move takes for a firm of your size.
Frequently asked questions
What is the best client portal for UK accountants?
It depends on your firm. If you want the portal inside your practice management system with per-client pricing, Remindoo is a strong fit. Compare the options above.
Does Remindoo include a client portal?
Yes, the client portal is part of Remindoo.
How much does Remindoo cost?
Remindoo is priced per active client with unlimited users. At 75 clients, Core is £67.20 a month ex VAT and Growth is £78.00 ex VAT. Yearly billing saves 10%, and every firm gets a 60-day free trial.
Can I see Remindoo before signing up?
Yes. Book a free 30-minute demo and we'll show you the workflows, client records and AML checks using examples from a UK practice.
Related guides
- Best accounting practice management software
- How to choose accounting practice management software
- Practice management software for sole practitioners
- Accounting practice management software
- Bookkeeping practice management software
- Proposal software for accountants
- Practice management software for chartered accountants
- Crm for accountants
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- Best crm for accounting firms
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- Best workflow management software for accountants
- Accounting compliance management software
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- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- How to replace accounting practice spreadsheets
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- Software stack for UK accounting firms
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Client document collection software for accountants
- Client onboarding software for accountants
- Engagement letter software for accountants
- Best client onboarding software for accountants
- Task management software for accountants
- Workflow management software for accountants
- Client management software for accountants
- Leads management software for accountants
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Last updated: . Written by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice, founder of Accotax (which has served over 5,000 clients) and Remindoo.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
