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.
Documents, requests, messages, key dates and e-signing — 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.
Pricing
Up to 25 clients and 2 team members. For a sole practitioner getting clients off email.
Up to 150 clients and 6 team members. Engagement letters, onboarding checklists, priority support.
Unlimited clients, 20 team members, your own domain for the portal (coming soon), onboarding help from us.
Prices exclude VAT. Cancel any time. 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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