Portals

One passwordless self-service portal for your customers and suppliers—in 7 languages, with zero per-user fees.

• Isolated passwordless email-code login: one email can access multiple client companies, while portal sessions are strictly blocked from staff pages, REST APIs and MCP
• Invoices, statements, quotes & Contracts proposals: download PDFs, accept or decline Books quotes, and review/accept Contracts proposals and agreements
• Open & reply to support tickets: Requesters open new Desk support tickets and service requests and reply on existing threads

Your external accountant works in your books with scoped consent, a 7-step close checklist and zero seat cost.

• Granular owner-controlled consent: grant access per area (None / Read / Full, plus HR Payroll-Only), restrict to specific branches, set an expiry date, or revoke access in one click
• Complete isolation & 400-day access log: firm users take zero client seats, can never touch billing/API keys/team grants, and every firm read and write is logged with the accountant’s name and firm
• Multi-client firm home (`/clients`): accountants see all consented clients on one screen—unmatched bank lines, open client requests, setup progress, close progress and next VAT due dates

Referral links, QR flyers, transparent commission statements and multi-client firm management.

• 2-minute sign-up with instant marketing kit: verify your email to receive your referral code, tracking link, QR code and printable flyer
• Transparent oldest-first commission ledger: track every referred organisation’s plan, monthly value, and commission statements settled oldest-month-first
• Pre-linked invites & retroactive code claims: register a client’s email before they sign up, or submit a code claim if they forgot to use your referral link