Britvex Client Portal —
Your Finances, 24/7, Anywhere
The Britvex Hub — your secure, personalised client portal giving you 24/7 access to your accounts, management reports, tax deadlines, document storage and direct communication with your dedicated accountant. Your entire financial picture in one place.
Your Personal Accounting Hub — 24/7
The Britvex Hub is your secure, personalised client portal — giving you instant access to everything you need to understand your business finances, track your tax deadlines and communicate with your accountant, from any device, any time.
Most accounting clients receive their accounts once a year and have no idea what’s happening financially between year-ends. The Britvex Hub changes that completely.
Log in any time and see your live profit and loss, real-time cash position, VAT liability, upcoming tax deadlines and all historical documents — management accounts, payslips, tax returns, Companies House filings and correspondence all stored securely and searchable in seconds.
Your portal also gives you a direct secure message channel to your dedicated accountant — send documents, ask questions, approve returns and receive notifications, all within one secure, organised system.
The Britvex Hub is included free with every Britvex accountancy package — it’s not an add-on, it’s core to how we work. We believe you should have complete visibility of your financial affairs at all times.
✅ What’s in the Portal
- ✓ Live P&L statement
- ✓ Real-time cash position
- ✓ Balance sheet
- ✓ VAT liability tracker
- ✓ HMRC deadline calendar
- ✓ Companies House deadline alerts
- ✓ All management accounts (historical)
- ✓ Tax returns & filings
- ✓ Payslips & payroll records
- ✓ Secure document upload
- ✓ Direct accountant messaging
- ✓ Approval workflow for returns
- ✓ Mobile-friendly — iOS & Android
Everything You Need — In One Place
Live Financial Dashboard
See your real-time profit, cash position, outstanding invoices and VAT liability at a glance — updated automatically as your bookkeeping is processed each month.
Never Miss a Deadline
Your personal HMRC and Companies House deadline calendar — VAT quarter, Corporation Tax, Self Assessment, confirmation statement — all tracked and alerted automatically so nothing slips through.
Secure Document Storage
Every document Britvex prepares for you — accounts, tax returns, payslips, HMRC correspondence — stored securely and searchable. No more hunting through emails for your P60.
Direct Accountant Access
Message your dedicated accountant directly through the portal — with full conversation history, document attachments and read receipts. Faster than email, more organised than WhatsApp.
Client Portal — Common Questions
Yes — the Britvex Hub client portal is included free with every Britvex accountancy package. There’s no additional charge for portal access, regardless of which services you use. All clients receive their personal portal login during onboarding, usually on the first day of working together.
Yes — the Britvex Hub uses bank-level 256-bit SSL encryption, multi-factor authentication and secure, UK-based servers compliant with ISO 27001 and UK GDPR. Access is restricted to authorised users only and all activity is logged. Your financial data is never stored unencrypted and is never shared with third parties.
Yes — the Britvex Hub is fully mobile-responsive and works on all iOS and Android devices via your mobile browser. You can view your accounts, check deadlines, upload documents and message your accountant from your phone at any time.
Yes — we can set up multiple user logins for your portal with different permission levels. For example, a director may have full access while a finance manager has view-only access to reports. We configure access levels during onboarding according to your preferences.
The Britvex Hub includes a secure electronic signature and approval workflow — when a return or document needs your approval before filing, you receive a notification, review the document in the portal and approve with a single click. No printing, no scanning, no posting — fully legally valid electronic approval.
Your Finances — Always at Your Fingertips
Every Britvex client gets full portal access included free. Book a free consultation and get your personalised Britvex Hub set up within 24 hours of joining.
Which Businesses Need This Service?
Business Directors & Owners
Directors who need real-time financial visibility without waiting for monthly reports — the portal provides live data between formal management account deliveries.
Finance Managers & FDs
Finance managers who need to access supporting documents, approve returns and monitor financial performance across multiple entities — all available in one secure portal.
International & Remote Business Owners
Business owners who live or work outside the UK — or who travel frequently — benefit enormously from 24/7 portal access to all financial data and documents from any device, anywhere.
Investment-Ready Businesses
Startups and growing businesses preparing for investment can grant investor access to specific portal sections — providing due diligence-ready financial information instantly.
4 Mistakes That Cost UK Businesses Thousands
Without a client portal, financial documents — tax returns, payslips, P60s, management accounts — are scattered across email inboxes and folders. Finding a specific document can take hours. The Britvex Hub stores everything in one searchable place.
Businesses without real-time financial visibility often don’t know their Corporation Tax or VAT liability until their accountant calls — sometimes with days to spare. The Britvex Hub shows your live tax provisions so you can plan cash for upcoming payments well in advance.
Many clients sign off tax returns and accounts by email without actually reviewing them — because the review process is cumbersome. The Britvex Hub makes document review easy — view, question and approve all in one secure place.
Without a portal, there’s often no clear record of who approved which financial document and when. The Britvex Hub maintains a complete approval audit trail — important for HMRC enquiry responses and corporate governance.
Client Portal Access — Fixed Fee, No Surprises
All Britvex fees are fixed and agreed upfront before we start. No hourly rates, no per-transaction charges, no surprise invoices. The fee you’re quoted is the fee you pay — every month.
Our pricing is based on transaction volume, business complexity and the services included. Book a free 30-minute consultation and we’ll provide an exact fixed-fee quote for your specific business — typically within 24 hours. Most clients tell us our fees are lower than their previous accountant while providing significantly more service.
📞 Get Your Free Quote →