Records arrive in different places
Receipts, spreadsheets and forms need sorting before you can start.
A list for each deadline
Ask for named records and reuse checklist items for self assessment, VAT or year-end.
See which records are missing before the deadline
Give each client a clear list of the records you need. Files arrive against the right request, and you can see the gaps without checking email and shared folders. More time for the accounts, less tracking down paperwork.
14 days free. No card needed.
Collect records against a list clients can follow.
Get engagement letters accepted online.
See outstanding items and how long they have been waiting.
Your logo and colours, from the login page to the customer portal.
app.portald.co.uk
- Home
- /Customers
- /Harbour Studio Ltd
Checklist
Documents still needed
2 still needed from Harbour Studio Ltd.
Reminded 15 Oct
Year-end accounts
2 still neededSent 7 Oct 2026
Mileage log
Not sent yetBusiness bank statements
Ready to checkAI check Green: looks right. Thanks, these statements cover the whole accounting year.
Dividend vouchers
ReceivedTry this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Less tracking. More time for the client work
One place for requests and records makes it easier to follow up before a missing document becomes urgent.
Gaps appear when you start the return
You discover a missing record after setting aside time for the work.
Progress you can see
The dashboard shows outstanding items and wait times, so you can focus your follow-up.
The engagement letter needs chasing
You need to know whether it was accepted, and which version.
Acceptance on the client record
Send the letter as a PDF and keep the acceptance date and version with the client.
Start with one client and one deadline
Your accounting and practice software stay as they are. PORTALD handles the client paperwork.
Invite the client
Add their details and send the branded invite.
Ask for the records
Create a checklist of uploads, forms and agreements for the work ahead.
Review and follow up
Approve what is suitable or ask for a better copy with a reason.
Guides for accountants
Features for accountants
Other industries
Try your next records request in PORTALD
Start with one client. See whether a clearer list and fewer scattered files save you time during the 14-day free trial.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Does it replace accounting software?
No. Tax calculations, bookkeeping and submissions stay in your existing software. PORTALD collects client records and keeps requests organised.
Can I collect records for quarterly work?
Yes. Reuse your checklist for each period. PORTALD collects the records; calculations and tax submissions stay in your specialist software.
Does AI decide which documents to accept?
No. Optional checks can flag visible dates, missing details or the wrong document. Clients see the result too, and your firm makes the final decision.
Will clients need an app?
No. They follow your invite, set a password and work through the list in their browser. Paper documents can also be posted with a cover sheet.
Do I need a card, and what happens after 14 days?
No card needed. Try Solo free for 14 days, then subscribe for £25 + VAT/month if it works for you. Otherwise, customer access pauses and your setup stays saved. Solo covers up to 100 active customers.