Dreambooks

For accounting firms

A portal your clients will actually use

Ask clients for bank statements, licences or passports, and they upload them in a simple portal. AI checks each file against what you asked for, and you share finished work back the same way.

Client portal

Document requests with due dates

Ask for a document type, period and due date. Clients are emailed, and you see what is requested, received or needs rework.

Document requests with due dates

AI checks what the client sent

The AI reads each PDF or photo and tells you whether it's the document you asked for, whose it is and whether it's still valid, and fills in its dates.

AI checks what the client sent

Share deliverables and get approvals

Share financial statements or returns with the client, see when they're downloaded, and let clients approve or decline an engagement stage from the portal.

Features

Everything your finance work needs, connected

From daily bookkeeping to tax filing, and from winning a client to getting their signature, every module shares one ledger. No more copying between apps.

For accounting firms

Win clients, run engagements, collect documents and never miss a deadline.

See Client portal with your own books

Book a demo and we'll show you how it fits your work.