Collaboration
Your accountant, always in the loop
Give your accountant free, real-time access to your books.
Invite your accountant and they get their own dashboard with health scores, review queues, and a bird's-eye view of your finances. No more emailing spreadsheets. No extra charge. They see exactly what you see, when you need them to.
Start Free Trial →How It Works
Invite your accountant
Enter their email and choose an access level: read-only, review, or full. They get an invite link instantly.
They get free access
Your accountant creates a free account and sees your dashboard immediately. No subscription required for them.
Collaborate in real time
They review transactions, leave notes, and approve HMRC submissions — all from their own portal.
Why Accountant Portal?
Free for accountants
Your accountant never pays a penny. Their portal access is included in your plan at no extra cost.
Real-time access
Your accountant sees your live books — transactions, receipts, tax position, and bank balances — the moment they log in.
Read-only by default
Accountants start with read-only access. You control whether they can review, edit, or submit on your behalf.
Multiple clients
Accountants managing several Accounted clients see all of them in one dashboard with health scores and alerts.
Review before HMRC submit
Your accountant can review and approve VAT returns and Self Assessment submissions before they go to HMRC.
Built for real collaboration
The accountant portal is not a reporting afterthought. It is a purpose-built workspace where your accountant can review your books, flag issues, and communicate with you — all within Accounted. Transaction notes, review queues, and approval workflows keep everyone aligned.
- Transaction notes visible to both you and your accountant
- Review queue highlights items needing attention
- Approval workflow for HMRC submissions
- Activity feed shows everything that changed since their last visit
Why accountants love it
For accountants, Accounted replaces the spreadsheet-and-email dance. They get a multi-client dashboard with health scores that highlight which clients need attention. Year-end packs can be generated in one click, and data can be exported to Xero, Sage, or QuickBooks if needed.
- Multi-client dashboard with health scores out of 100
- Cross-client submissions dashboard — every HMRC filing across all clients in one calendar
- One-click year-end pack generation
- Export to Xero, Sage, or QuickBooks format
- Batch operations across multiple clients
Frequently Asked Questions
No. Accountant access is completely free. When you invite your accountant, they create a free Accounted account and can see your books immediately. There is no charge to them, ever.
Three levels: Read-only (view everything, change nothing), Review (leave notes and approve submissions), and Full (edit transactions and submit to HMRC on your behalf). You can change the level at any time.
Yes. Accountants with multiple Accounted clients see a unified dashboard with health scores, review queues, and batch operations. The practice portal is completely free for all accountants.
If you grant them Review or Full access, yes. They can review VAT returns and Self Assessment submissions, then approve and submit directly from the portal. You will always be notified before anything is submitted.
A score out of 100 that shows how complete and accurate your books are. Unmatched receipts, uncategorised transactions, and missing data all reduce the score. Your accountant can see which areas need attention at a glance.
Ready to try Accountant Portal?
Start your 14-day free trial — no credit card required
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