For accounting and bookkeeping practices

A client portal for accountants, in every client's language.

Year-end accounts, payroll and tax returns in one place for each client, with your next service one click away.

No sign-up. The live demo is set up for an accounting practice with fictional clients; your portal carries your services.

Accounting edition calendar: Tolland Groundworks to verify Kerr Drainage with HMRC this week; next week a CIS return, an MTD authorisation, Northgate Studio's payslip approval and pay run.

Try it with your services

Tick what a client already has. See what their portal offers them.

The portal never offers a service a client already holds, and only offers what fits what they have. Change the ticks and watch the offers change.

Your client already has

Example rules and prices for an accounting practice. In your portal, the services, rules and prices are yours.

Add to your plan

Accounting practices

Year-end filed. Payroll running. Their next service, one click away.

This client holds year-end accounts and payroll for 14 employees. Their portal offers management accounts every month from £195, an R&D tax relief claim at a fixed fee agreed first, and directors' tax returns at £295 per director a year.

Example · An accounting practiceFictional client, configured in the real portal

Accounting edition, client view: Northgate Studio Ltd's Grow your plan panel. Year-end accounts paid, payroll active; offers: monthly management accounts, R&D tax relief, directors' tax returns.

How the client asks for it, in three screens

Accounting edition, step 1: Northgate Studio Ltd sees three offers, management accounts every month from £195, an R&D tax relief claim and directors' tax returns, each with one button. — **They see what they could add**Each service with its price. Never one they already hold.

Accounting edition, step 2: after Northgate Studio Ltd asks about management accounts, the button reads Asked, we will come back to you, and a note thanks them, with Undo. — **One click asks**The button reads "Asked · we will come back to you", with Undo. Nothing is charged.

Accounting edition, step 3: owner Helen's Today with notifications open: Lauren Pike asked about management accounts every month, email sent; the band counts 2 offers asked this month. — **Your team sees it at once**The request reaches the practice's Today and notifications, and an email goes out.

A service a client already holds is never offered. Each request lands on the client's record.

Accounts, payroll, tax and advice

One client, several services, one record.

Year-end, payroll, tax returns and advice for the same company sit on one record, with every document and message beside them. Advisory work lands on the same record as the accounts.

Accounting edition, owner's record of Northgate Studio Ltd: Xero, Dext and Companies House connected, 3 of 4 jobs done, the pay run of 23 October waiting on 3 of 14 payslip approvals.

Your team's side

The client's record

Every service the client holds, and where each one stands
Every document, with who sent it and when
Every message, kept with its files
Partners and subcontractors see only their part of the job

Open a client's record

Shown: Northgate Studio, a fictional client in the accounting edition.

Onboarding, language first

A new client's first screen asks one thing: their language.

English, Deutsch or Français, and the whole portal follows. Everything after that is in the language they chose.

How a new client starts

Their languageChosen before anything else. They can change it later from the menu.
Their detailsSaved to their record, and filled in for them when they buy their next service.
Their documentsRequested with due dates, so nothing is chased by email.

See the onboarding demo

A client onboarding flow built for your services, for example with your engagement letter, is an additional service: £950–£1,950, fixed in writing. Pricing

A new client's first screen in the accounting edition: choose your language, English, Deutsch or Français — The first screen a new client sees, on their phone.

Keep your practice software

Your team keeps its software. Your clients get a portal in their language.

Keep the practice management software for accountants, the CRM for accountants and the accounting workflow software you already run. EU27 is the client portal for accountants that your clients see and use. What practices search for in portal and onboarding software

Your team keeps

The software your practice already runs

Your practice management software
Your CRM
Your accounting workflow software
Your accounting and tax software

EU27 replaces none of them.

Your clients get

EU27: the part they see and use

Their language first. English, Deutsch or Français
Messages translated both ways, the original kept beneath
Documents requested with due dates
Their own tracker: what needs them, what's moving, what's done
Your next service, with the price first
On phone and desktop

Try your client's side

Can we keep our practice software?

Yes. EU27 is what your clients see and use; your team keeps the practice and accounting software it already runs.

Does it cover client onboarding?

If you are comparing client onboarding software, this is the client's side of it: their language first, then their details, then the documents you ask for, each with a due date. A flow built for your services, for example with your engagement letter, is £950–£1,950. Try the onboarding demo.

Do our clients need to write in English?

No. Screens are in English, Deutsch and Français, and messages are translated between the languages your clients and your team write in.

Not a prototype. The first business on EU27 is an EU compliance business. Since April 2026: 61 client companies, 24 countries, 899 documents, about one client in nine on a second service.

£4,950–£9,950 setup, then £595 a month. Support, 1 TB and 1 million AI tokens a month included. See pricing and the payback

See it with your services in 20 minutes.

Try it yourselfOpen the portal

No sign-up. Click through it as the owner, a partner and a client.

Open the demo

Prefer no call? Send us your brief and get your setup fee in writing

Also run VAT and tax work across borders? See the portal for VAT and tax practices