Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Practice Portal for accountants ← Back to the overview

Live demo · Blueprint No. 8919

Tax time, sorted. Without the chasing.

A mini client portal for your practice. New clients onboard themselves, checklists built from last year chase the missing bank statement for you and returns get signed on a phone, then lodged and paid. Have a play: every button works.

  1. 01Check today
  2. 02Onboard a client
  3. 03Run the reminders
  4. 04Sign and lodge
  5. 05Spread tax time

This is the scaled-down version.

The real one is built around how your accounting practice runs: your engagement letter templates and fee schedule, your AML/CTF ID checks, checklists pulled from last year's jobs in Xero Practice Manager, MYOB Practice or Karbon, files stored in FYI or SharePoint, reminders on your schedule, signing that suits trusts and companies, Stripe or direct debit for fees and bookings synced to Outlook or Google. It's hosted and looked after by the people who built it.

Talk to us about the real one →