Frequently asked questions.
What is the client portal?+
The client portal is your secure online hub where you can share documents, track deadlines, message our team and access your financial reports — all in one place.
Who is Ernie?+
Ernie is your smart AI accounting assistant, available inside the portal. Ask Ernie questions about VAT, bookkeeping, HMRC rules and more — powered by real accounting knowledge and live web search.
Do I need a subscription to use the portal?+
Basic portal access is free for all clients. Upgrade to Growth or Premium to unlock Ernie and the full Knowledge Hub.
Can you switch us from our existing accountant?+
Yes — we manage the entire transition for you, including professional clearance and software handover. It's hassle-free.
Which cloud accounting software do you support?+
Xero and QuickBooks. We're certified partners and can recommend the best fit for your business.
Are you HMRC and Companies House registered?+
Yes. We are fully qualified, registered and Making Tax Digital compliant.
Do you work with landlords and property investors?+
Yes — we have a dedicated landlord accounting service for both individual landlords and SPV structures.
How quickly do you respond to enquiries?+
Within one working day. Existing clients usually hear back within hours.