The Smart Legal Accounting Software

Legal Accounting Software to increase Productivity and Profitability.

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As a law professional, you spend your time advising clients and providing support to a wide range of firms. Your legal accounting software system is the backbone of your business. You need an integrated solution that offers compliance, financial management tools, and frees you up to concentrate on what you do best – advising clients.

AccountsPortal is easy to use accounting and bookkeeping software, which enables you to reduce hours spent on administration, improve efficiency, and increase billable hours, whatever the size of your law firm.

Being cloud-based, you have access to all the tools you need no matter where you are. AccountsPortal is intuitive and flexible; deployment is easy so you can be up and running in minutes. You can easily track hours, view and share resources, and billing information with partners and accountants. Additional users are free and unlimited.

Accredited by the Institute of Certified Bookkeepers, and compliant with HMRC Making Tax Digital, AccountsPortal provides you with trusted tools to grow your practice, work smarter and increase profits.

Speed up the on-boarding process and increase sales conversions

When choosing a solicitor, time is of the essence for most clients, so responding quickly can be vital in securing new business. Generate clear, professional, well-designed quotations in seconds, easily detail all the options available to your client. Choose from a range of fully customisable templates and add your branding.

Increase accuracy by setting up a bank of standard prices, set specific tax rates, and save time by cloning existing quotations.

AccountsPortal offers the functionality to easily quote for a range of fee types, including Initial Consultation, Estimates, Fixed fee, and Hourly rate. Tax rates can be set as Standard to ensure that disbursements are correctly invoiced.

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Reduce admin time, increase billable hours

AccountsPortal offers unrivalled flexibility for generating invoices. Convert a quote to an invoice with just a couple of clicks or if creating from scratch; create and use invoice templates for a range of billing scenarios such as standard, time-based, recurring, prepayment, interim and final invoices - just add your logo and branding.

When a case is completed, invoices can be sent straight from your phone, or tablet, or printed to keep a record.

Managing multiple invoices can be complicated, it can be easy to overlook an invoice, AccountsPortal makes tracking invoices easy, from issue to settlement.

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Easily secure your digital assets with multiple layers of protection

Ensuring cybersecurity should not be stressful; AccountsPortal secures clients’ data and provides the flexibility to control access. Invite unlimited users to collaborate on your data and set access permissions for each user.

AccountsPortal uses high-performance infrastructure that can be easily scaled as demand increases. Hosted on Amazon Web Services (AWS), a tier 1 hosting provider, you have the assurance your data is secure.

Create and send quotes from your mobile, tablet or computer. Clients can view them online or download a PDF, and you can track the full email history for each quote.

Regular off-site backups ensure the safe storage of your data, and all backups are encrypted at rest, which means that your data is secure wherever it is stored, on the hard drive or in the cloud.

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Save Time and Enjoy Real-time Management Reporting

Gone are the days of manually posting to ledgers, keying in and reconciling payments for each statement line. Imagine how much time you can save with automatic daily bank reconciliation in minutes, freeing you up to concentrate on doing what you do best.

Connect multiple accounts and sync all your transactions. Set up import rules and automatically match transactions and invoices, significantly speeding up processing time. All of this is done in a secure environment.

Eliminate guesswork, benefit from the visibility of your actual real-time cash position.

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Make Tax Digital

Fully Making Tax Digital compliant, AccountsPortal makes light work of handling all your VAT Scenarios, from Standard through to Flat rate, VAT Moss. You have the flexibility to create your own custom Tax rates, allowing you to easily stay compliant, wherever you are working.

Effortlessly pull together all your returns and reports with AccountsPortal, and submit directly to HMRC.

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Perfect for Effective Collaboration

Improve efficiency with effective collaboration—ideal for sharing data with partners, staff members and accountants. AccountsPortal offers unlimited user accounts at no extra charge. Specific individual permissions can be set, ensuring you benefit from secure, effective collaboration and information access remains in your control.

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