Built from inside practice. Built by Mr H Hammad FCCA, ACA, ICAEW Chartered Accountant and current CEO of a UK accountancy practice.
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BalansixFor your clients

A simpler client experience, without simplifying your controls.

Balansix gives clients a clear way to provide records, respond to the practice and access relevant information while staff retain the full professional workspace.

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Simple uploadsTrackable information requestsPractice-controlled visibility
For your clients

Your team sees the detail. Your client sees what matters.

The client experience is deliberately simpler than the accountant's workspace. Clients can provide records, respond to requests and interact with the practice without being asked to understand nominal codes, journals, reconciliation states or staff-only practice information.

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Send records simply

Upload sales, purchase, expense and bank records through clear client-facing routes.

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Answer requests

See what the accountant still needs and provide information against the relevant request.

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See relevant information

Access the documents and financial information the practice chooses to make available, without internal staff controls.

Records in

Your client should not need to know how your filing system works.

The portal gives clients a structured route into the practice. Instead of sending an attachment with no context, the client can identify what they are providing and the system can keep it associated with the right relationship and workflow.

That creates less sorting for the team and a clearer experience for the client, particularly where several staff members work on the same engagement.

Sales documents
Purchase invoices
Expense records
Bank statements
Upload confirmation and progress
Information remains awaiting staff review
No client posting rights into the accountant-controlled ledger
Balansix client summary and connected client information
Client relationship • live Balansix screen
Information requests

Make “we are waiting for the client” visible to both sides.

Client chasing becomes easier when the request is specific and the response has a clear destination. Balansix is designed to turn missing information into a trackable action rather than a repeated email thread.

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Practice asks

Create a clear request around the work or information still required.

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Client sees it

The client can see the outstanding request in a straightforward client-facing experience.

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Client responds

Upload the relevant document or provide the requested information.

04

Team continues

The response returns to the practice workflow with its context intact.

Balansix financial snapshot for client discussion
Financial visibility • live Balansix screen
Financial visibility

Give clients useful information without giving them the accountant's entire workspace.

Where the practice chooses to share financial information, the client experience can focus on understandable summaries rather than exposing the preparation screens used by staff.

This allows the practice to use Balansix not only as a production platform but also as a better delivery experience for the client.

Client-friendly financial snapshots
Approved documents and outputs
Clear status and request visibility
No access to staff-only notes or internal controls
Practice decides what is shared
Read-only financial access where appropriate
Sales invoicing

Let clients handle routine commercial activity without opening the accounting engine.

Where enabled by the practice, clients can use the portal for supported sales-invoicing activity while the accountant retains control over the accounting workflow behind it. This keeps the client experience practical without turning the portal into a simplified version of the staff ledger.

Client action

Create routine sales information

Give the client a controlled route for supported sales invoicing and related information.

Practice control

Keep accounting permissions separate

Client activity does not grant access to nominal coding, journals, staff review queues or other professional controls.

Why practices benefit

A better client portal is also an operations feature.

The benefit is not limited to the client having a nicer screen. A structured client experience reduces manual filing, unclear emails, duplicate chasing and the time staff spend working out what an attachment relates to.

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Less sorting

Records arrive with useful context instead of forcing the team to interpret every attachment from scratch.

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Clearer responsibility

Both sides can see when work is waiting on client information rather than relying on memory and inbox searches.

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Better client experience

Clients interact with the practice through a cleaner interface that hides the complexity they do not need.

See what one connected workflow could remove from your practice.

Bring a real client workflow to the demonstration and compare how many handoffs, re-keying points and separate systems Balansix can remove.

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