Client Area

Your accounting documents, always within reach

Secure access to your accounting data, your exchanges with the firm, and the documents awaiting your signature.

What the Client Area will offer

Direct access to your file, whenever you need it

Designed to simplify the exchange between you and the firm, the Client Area will centralise your documents and streamline the follow-up of your file.

Centralised documents

Annual accounts, tax returns, payslips and supporting documents available at any time — no more exchanging files by e-mail.

Secure messaging

A dedicated channel with your accounting associate, to ask questions and submit documents in full confidentiality.

Electronic signature

Sign engagement letters, annual accounts and contractual documents directly online.

Real-time tracking

A clear overview of progress on your accounting, tax and payroll files.

Alerts & deadlines

Automatic reminders so you never miss a filing or payment deadline.

Access anywhere

Available on desktop, tablet or smartphone, wherever you are.

Built on a leading platform

The Client Area will be built on a recognised accounting and document management platform (such as Pennylane or Tiime), ensuring security, reliability and continuous updates — rather than a proprietary build to maintain.

Pennylane Tiime