Client portfolio
See clients and work requiring attention from one workspace.
ACCOUNTANT PLATFORM
Run more client work without burying your team in repetitive admin.
A focused operational platform for accountants: client onboarding, migrations, exceptions, VAT, payroll, reconciliation, reports, AI escalations and audit controls.
FEATURES
What Accountant Platform includes.
Best for independent accountants and practices that want a cleaner client operations layer.
Migration review
Review imported data, duplicates and issues before sign-off.
Exception queues
Keep uncertain bookkeeping items separate from routine processed work.
VAT and payroll
Use structured workspaces for recurring compliance tasks.
AI escalation inbox
Receive complex items that an AI-only owner should not resolve alone.
Practice controls
KYC, audit, provider and platform controls support accountable operations.
HOW IT WORKS
A clear workflow from input to reviewed accounting.
Onboard or import the client
Each step stays connected to the same accounting record, documents and audit trail.
Collect documents and connect available data sources
Each step stays connected to the same accounting record, documents and audit trail.
Let routine work flow into structured queues
Each step stays connected to the same accounting record, documents and audit trail.
Review VAT, payroll, exceptions and AI escalations
Each step stays connected to the same accounting record, documents and audit trail.
Deliver reports and close periods with an audit trail
Each step stays connected to the same accounting record, documents and audit trail.
MIGRATION
Move existing accounting data without rebuilding from zero.
Use migration workflows to move clients from legacy systems with clear duplicate and issue counts rather than blind imports.
Migration is checked for duplicates and visible issues so the new workflow starts from a controlled base.
See the migration process →INTEGRATIONS
Use a provider layer without locking the accounting engine to one vendor.
Provider adapters are separated from the core ledger so the practice can keep operating if an external connection is not yet approved or temporarily unavailable.
etaill keeps provider readiness explicit and never presents an unconfigured provider as live.
See integration readiness →GUIDES
Learn more about this way of working.
Accounting Practice Management Softwareclient workspaces, queues and controlsAccountant Client Portalsecure collaboration, documents and status visibilityAI Tools for Accountantsassistance, exception triage and grounded dataBookkeeping Automation for Accountantsautomation, review queues and correction learningVAT Workflow Software for AccountantsVAT periods, review queues and evidenceClient Onboarding Software for Accountantsmigration, KYC workflows and setup checks
ETAILL
Keep one accounting foundation as your business changes.
Move between AI self-service, accountant collaboration, practice workflows and human accounting support without rebuilding the underlying records.