Keep client records, documents, work history, contracts and communication organised without replacing the accounting software you already use.
Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.
ProPortalBusiness is not a ledger and does not try to be one. QuickBooks, Xero, Sage and FreeAgent stay exactly where they are. What ProPortalBusiness adds is the client relationship layer around them: records, documents, work history and communication in one place.
Records, receipts and paperwork uploaded against the client rather than buried in an email thread from March. When you need last year's file you search a name, not a mailbox.
Log the work you did and when, keep notes on how each client likes things handled, and send engagement letters for e-signature so the signed copy is filed against the client automatically.
Invoice your clients from the same workspace, record your own costs and see revenue and margin per client. Exports are CSV and PDF, so your figures move cleanly into whatever you file with.
ProPortalBusiness works alongside the accounting tools you already use — QuickBooks, Xero, Sage or FreeAgent. It manages your client relationships, not their ledgers.
Start on the Free plan with no card and no trial clock. Pro is £1 per month for your first 3 months, then £29 per month — cancel anytime.
