A link, not a password
Clients open a personal link and prove themselves with a 6-digit code emailed to an address you already hold. Nothing to forget, nothing to reset.
A client portal, a CRM, priced proposals accepted online and a website that feeds the pipeline — under your own name, for every client, with nothing for them to remember. Add a client by company number and it is live in a minute.
What it does
Clients open a personal link and prove themselves with a 6-digit code emailed to an address you already hold. Nothing to forget, nothing to reset.
File accounts, letters and returns; ask for bank statements and invoices with a checklist the client ticks off and uploads against. One-click chase.
Add a client by company number and Companies House fills in year end, accounts and confirmation statement dates — refreshed nightly, explained in plain English.
Engagement letters and approvals signed with a typed name, timestamp, IP and a fingerprint of the exact wording, delivered as a PDF to both sides.
Every director now needs a Companies House personal code. The portal asks them, explains how, and records it for you.
Your logo, your colour, your name on every email a client receives. Nobody sees another firm's clients — each firm's data is walled off in the database itself.
The other half: Growth Engine
Pipeline stages that end in an engagement letter, organisations built from a company number, people, tasks, notes — and your Capsule book imported with a column map. Your website's forms feed it directly.
Put your services and price rules in once — flat, per head, turnover bands. Type a prospect's turnover and headcount, get three priced options, send a link. They accept online; the engagement letter writes itself from your template and goes out for e-signature.
Your own site — your subdomain or your domain, your colours — with a library of client guides published weekly so it never goes stale. Every enquiry lands in the CRM as a prospect with a next action set.
Anyone can check a company's directors against the new Companies House identity-verification rules at practiceportal.uk/idv-check — free, no sign-up. The paid product tracks it for every client automatically.
The company you quoted is the client you onboard is the client in the portal. Prospect to proposal to signed letter to filed accounts, one record throughout.
Every firm's data is isolated by the database engine itself, not by application code. Your clients see your brand and nobody else's existence.
Pricing
The portal, up to 25 clients and 2 team members. For a sole practitioner getting clients off email.
The portal, up to 150 clients and 6 team members. Engagement letters, onboarding checklists, priority support.
The portal, unlimited clients, 20 team members, your own domain for the portal (coming soon), onboarding help from us.
Designed, built and hosted by us, fed weekly with client guides and seasonal tax content. Know → Like → Trust → Buy.
The website plus a practice-shaped CRM and priced proposals accepted online — the whole path from found to signed.
Practice Portal and Growth Engine together. The whole front office under your name.
Prices exclude VAT. Cancel any time. CRM on its own is £79; portal + CRM without the website is £149. Built and run by Chivvy Ltd; first used by our own accountancy practice.
Create your firm, upload a logo, add a client by company number, send them the link. Fourteen days free, no card.
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