Accounting Firm Software You Describe Instead of Buy: Portal, CRM and Website
Mythex lets an accounting practice build the pieces its ledger software leaves out: a portal that shows each client what is still outstanding, a CRM sorted by year end, discovery-call booking and a website that quotes properly. You describe how your firm works, check it in a live preview, and publish it with a real database.
Where an accounting practice loses time
The ledger and filing software usually works. The trouble sits around it: document requests sent by email every January, engagement letters tracked in someone's head, a spreadsheet of year ends that only one manager updates, and a partner's diary chopped into twenty-minute calls with prospects who turn out to be poor fits. The deadlines are fixed and the bottleneck is almost always the client's paperwork. Software earns its place when it turns chasing into a list everyone can see: what is outstanding, from which client, for which entity, by when.
- A per-client list of missing records for the current year end
- Year end, company number and filing dates stored against every entity
- Engagement letter status before work starts
- People linked to every company and rental portfolio they own
- Recurring monthly fees alongside one-off year-end invoices
- A work-in-progress view by stage, not by hours
What you can build for accounting firms
A client portal built around the checklist
Clients log in and see three items outstanding: the December bank statement, the mileage log, the dividend vouchers. They upload against each one, grouped by tax year, and the item ticks off. Draft accounts are posted for review with a place to record approval before you file. Directors with several companies get one login that switches between entities.
Build a client portal for my accounting firm. Each client sees a checklist of records still outstanding for their current year end, uploads files against each item grouped by tax year, and approves draft accounts before we file. One person can be linked to several companies. Staff see every client and what is missing.
A CRM sorted by year end, not alphabet
Store company number, year end, filing deadline and engagement letter status for each entity, and link the people behind them. A 'due in the next 60 days' view becomes your workload forecast, and a prospect pipeline runs from enquiry to quote, signed letter and onboarding checks.
Make a CRM for an accounting practice. Store client name, company number, service, year end and filing deadline per entity, link directors to all their companies, track engagement letter status, and show a view of accounts due in the next 60 days. Add a prospect pipeline from enquiry to onboarded.
A firm website that quotes the right clients
Split services by client type, sole traders, limited companies, landlords, contractors, and say which sectors and sizes you take on. Publish 'from' prices for standard work if the partners agree, and ask enquirers for entity type, turnover band and year end so the first reply can include a fee.
Build a website for my accounting firm with service pages for sole traders, limited companies and landlords, starting prices for annual accounts and tax returns, a deadline calendar page, and a new client form asking for entity type, turnover band and year end.
Discovery calls in two fixed windows a week
Free discovery calls and paid advisory sessions are separate types with different lengths. New-client calls go only to partners or managers who can quote, booking closes in the fortnight before your busiest deadline, and two short questions before the call mean it starts informed.
Create a booking page for my accounting firm with a free 20-minute discovery call available only Tuesday and Thursday afternoons, paid one-hour advisory sessions, and existing clients booking reviews with their own accountant. Block bookings in the two weeks before 31 January.
Monthly fees that flatten the year
Spread an annual fee into monthly invoices, bill each entity separately with a combined statement for the owner, raise a completion invoice when accounts are filed, and pass company filing fees through at cost on their own line.
Build invoicing for an accounting firm: recurring monthly fees per entity from an annual fee, one-off invoices raised when a job is marked filed, disbursements at cost on a separate line, and a combined statement for owners with several companies.
One number to chase every Monday
Show work in progress by stage: awaiting records, in preparation, in review, with client, filed. The count stuck at 'awaiting records' tells you where the next crunch is. Add deadlines by month, recoverability against fixed fees and fee debt by partner, imported from your practice software's CSV export.
Make a dashboard for my accounting practice showing jobs by stage, how many are awaiting client records, deadlines by month for the next six months, and unpaid fees by partner. I will import client and job data from a CSV export.
Client financial records: what to ask for
Bank statements, payroll reports and tax returns are sensitive personal and business data. When you prompt, ask for login, per-client access checks so one client can never open another's files, and private file storage rather than public links. Mythex builds the app; you remain responsible for meeting the data protection and professional rules where you practise, so check those before moving live client files in.
- Ask for per-user access on every query
- Keep uploads in private storage
- Limit staff roles to the clients they handle
From the January email chase to a portal
Begin with one client group, say limited companies with a March year end. Load their outstanding items into the portal and send the login instead of the usual request email. When their uploads arrive against named items, extend it to the self-assessment clients before autumn, and launch the tax return landing page early with a firm cut-off date for new clients.
Questions
Can I build a client portal for my accounting firm without coding?
Yes. You describe the portal in chat, such as document checklists, uploads by tax year and approval of drafts, and Mythex builds it with logins and a database. You change it by asking.
Will it replace my accounting or tax software?
No, and it should not try to. Use it for what sits around the ledger: document requests, client records, bookings, a website and dashboards. Data from your practice software can come in through a CSV export.
Can the CRM warn me when accounts are due?
Yes. Store each year end and filing period and ask for a due-soon view. Email reminders need an email service connected with your own account.
Can clients pay fees online?
Yes, through a payment provider you connect under your firm's own account. Invoices can carry a pay link, and recurring monthly fees can be set up the same way.
What does it cost?
The Free plan has no card requirement and daily credits to build and publish. Pro is $25/month and adds code editing, export, GitHub and a custom domain, which most firms want for a client-facing portal.
More for accounting firms
- Accounting Firm Website Builder: Make Your Practice's Site with AI
- Build a Client Portal for Your Accounting Firm with AI
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