FOR UK ACCOUNTING FIRMS & BOOKKEEPERS
Get your
month-end back.
A client portal for accounting firms: bring client documents, monthly timesheets and leave into one shared workspace. Less chasing across emails and spreadsheets. A clearer month-end handoff.
Free early access · Personal setup help · No card required
START SMALL. SEE THE DIFFERENCE.
One client. One shared workspace.
Give your team and your client a clear place to put the work—and a clear next step.
- Monthly hours, submitted together
- Leave requests with an approval record
- Statements, invoices and payslips in place
We can walk through it with you and your client.
SOUND FAMILIAR?
The books are your job. The chase eats your day.
An invoice in one inbox. Hours in a spreadsheet. A leave request buried in a message. Every missing piece means another follow-up before you can move on.
Give the handoff a home.
SEE THE ACTUAL WORKSPACE
Open your work. Know where to look next.
The Close inbox shows what still needs handling across your client companies. Open bank statements, invoices or payslips straight from the queue.
Client documents, timesheets and leave in one place.
MONTHLY TIMESHEETS
One month. One submission.
Employees enter their hours and submit the whole month. Managers approve or return it together, giving you a recorded decision to work from.
TIME OFF & APPROVALS
Leave with a clear paper trail.
Requests, dates and decisions stay in the workspace. Check approved time off alongside recorded hours when preparing the payroll handoff.
DOCUMENTS & ACCESS
Client files, where you expect them.
Keep bank statements, incoming and outgoing invoices, payslips and employee documents in their designated areas, with access controlled by role.
A SMALL FIRST STEP
Try one client before changing your routine.
You do not need to move your whole firm at once. Start with a workflow you already know.
- 01
Show us your handoff
Book a 30-minute walkthrough. Tell us what you chase and see how the current product fits.
- 02
Bring one client in
Set up a workspace and invite the people who submit hours, approve leave and handle documents. We can walk them through it with you.
- 03
Use it and help shape it
Use the shared workflow with your team. Tell us what helps and what needs improving.
YOUR FIRST CLIENT, WITH SUPPORT
Free early access, with personal setup help.
Use BookkeeperHR with your team and help shape the product through honest feedback.
Your starting point includes
A personal product walkthrough
See the monthly workflow and ask about your own process.
A workspace for your first client
Bring hours, leave and documents into one shared place.
A walkthrough with your client, if useful
Help the people doing the submitting understand the handoff.
No card required. We’ll tell you before introducing paid plans, and you’ll choose whether to continue.
LET’S MAKE IT CONCRETE
Show us where month-end gets stuck.
We’ll walk through the product and help you decide whether it fits. Bring your questions; your client can join too.
- See monthly submission and approval
- Walk through document and role access
- Talk through your first client workspace
A walkthrough is a conversation, not a commitment to buy.
See your workflow in BookkeeperHR
Choose a time for a personal 30-minute walkthrough.
Choose a time that suits you
Choosing Calendly loads an external calendar and shares your IP address and browser information with Calendly. It may use cookies or browser storage; its own cookie choices remain available. You can book by email instead.
Calendly privacy informationOur Privacy PolicyBook by email
Email us with a few times that suit you. Use your email app, or copy the address into your webmail.
support@bookkeeperhr.com
Questions about your client portal
Who is BookkeeperHR for?
BookkeeperHR is for accounting firms, bookkeepers and payroll teams working with businesses that have employees. We focus on small UK practices that need a shared place for client documents, timesheets and leave, especially when those handoffs happen across email and spreadsheets.
Will my client’s team need to use it?
Yes. The people entering hours or uploading records need accounts in the workspace. Employees submit their month, managers handle approvals, and the accountant accesses the records allowed by their role. We can include your client in the walkthrough.
Do I have to move all my clients?
Start with one. Try the workflow with a familiar client before deciding whether to use it more widely. Your existing accounting software can remain part of your process.
Will BookkeeperHR stay free?
BookkeeperHR is free during early access.
Does it connect to QuickBooks or Xero?
There is currently no QuickBooks or Xero integration. BookkeeperHR organises the hours, leave and uploaded files used in your handoff. It does not calculate payroll, submit returns to HMRC, generate invoices or replace your accounting software.
Does it track employees with a timer or GPS?
No. Employees enter their hours in a monthly timesheet. There is no running timer or GPS tracking.
How is access to client information handled?
Access follows workspace membership and role. Uploaded documents use private storage. The privacy notice explains providers, processing and deletion. The DPA is included in the customer agreement, which an authorised workspace owner accepts before customer data is added.
Can I arrange a call without loading Calendly?
Yes. Use the email option below the booking calendar. It shows our address and lets you copy it into your own email service. You can also request a reply through the enquiry form when available.
Make the next handoff a better one.
Start with one client. See the workflow. Decide after you have tried it.
Book my walkthroughAlready using BookkeeperHR? Log in