Accountant Portal Free for practices

Calmer month-end across your client portfolio. Team access and Open Books—complimentary.

The Accountant Portal is your practice workspace: invite colleagues, allocate clients, turn bookkeeping on or off per file, and open the live books when you need to work—without a firm licence fee. Each client company stays on a clear business plan.

Open Accountant Portal Schedule a practice session
  • No practice licence fee
  • Team & client allocation
  • Open Books into live files

Breeze for Business · Bookkeeping · Portal menus & dashboard · Practice Roadshow · FAQ

  • Governance-ready: audit trail, controlled periods, export paths
  • One product model across clients — less tool sprawl
  • Exports & packs suited to workpapers and handover
  • Onboarding, demos, and live roadshow programme

Product tour

Inside the Accountant Portal

One sidebar anchors your whole practice—dashboard, clients, billing, workflow, books, and reports. The layout below matches what practitioners see after sign-in.

  • Dark theme by default; light mode available in-product
  • Single navigation across every client engagement
  • Live screenshots from the shipping portal build
Overview Clients Billing & expenses Workflow Books & ledger Reports
Breeze Accountant Portal dark theme: Practice Dashboard with gold accents, sidebar showing Overview, Clients, Billing and expenses, Workflow, Books and ledger, Reports; practice metrics and needs-attention strips.
Practice Dashboard (dark UI) — Working with client scope, theme toggle, time filters, renewal alerts, + Add client, and central tiles for active clients, revenue, receivables, and compliance. Needs-attention strips tie bank rec, expenses, VAT, and reports to month-end. Screens reflect product builds; details may vary by release.
  • Light / dark mode from the top bar so partners can match preference or screen conditions.
  • Filter practice data by scope and period (e.g. time range) from the top bar.
  • Renewals and “needs attention” items surface before they become surprises at filing.
  • Add client keeps onboarding inside the same portal experience.

More screens from the portal

The same sidebar and top bar carry you into bank work, month-end, and the practice calendar without changing context.

Bank statement reconciliation: match transactions to invoices or categorize inflows and outflows
Bank reconciliation — match to invoices or categorize each line with a clear stepper (upload, preview, reconcile, complete) so teams can batch or finish in one sitting.
Month-End Workflow: client checklist with bank reconciled, expenses, VAT, and reports, plus close month control.
Month-end workflow — per-client checklist tied to bank rec, expenses, VAT, and reports, with practice-wide banners when something is still in flight.
Practice Calendar: month grid for May 2026 with legend for deadlines, compliance, and meetings; upcoming and daily panels.
Practice calendar — month and week views for deadlines, compliance, and meetings, with client filters so the whole desk shares one schedule.

What each menu area supports

The cards below follow the same groupings as the Accountant Portal sidebar—so what you read here lines up with what you click after sign-in.

Overview: Practice dashboard

Practice-level greeting, Working with client scope, performance and compliance snapshots, “needs attention” for month-end (e.g. bank rec, expenses, VAT, reports), and route to export when you need a pack off-system.

Clients

Client portfolio, clients to follow up, and client invitations—roster hygiene and onboarding stay in one sidebar group, consistent with + Add client from the top bar.

Billing & expenses

Client billings and client expenses in one practice navigation block—so fee and supplier flows stay tied to the right file without tab sprawl.

Workflow

Calendar for deadlines and commitments, plus month-end workflow to drive recurring close tasks across the clients you supervise.

Books & ledger

Journal entries, chart of accounts, general ledger, cash book, and bank reconciliation—the operational layer behind dashboard figures and month-end checkpoints.

Reports

Standard and custom outputs—custom and church formats and monthly performance where you need them—for committees, clients, and workpapers.

Commercial structure

Transparent economics for the partnership table and for each individual client mandate.

Practitioners

Accountants & bookkeepers

The practitioner portal and associated tools are provided without a practice-wide software licence. Your firm retains budget certainty while you roll out a consistent operating model file by file.

Client entities

Each business on Breeze

Client organisations subscribe to graded business plans sized to their footprint. Spend tracks to the underlying entity, not an opaque firm-level commitment you must allocate internally.

Further detail: practices & bookkeepers FAQ and published business tariffs your clients reference.

Briefings & demonstrations

Walk through the menus with us

See the portal structure above in a live session: Practice Roadshow (open invitation) or a scheduled practice demo from the homepage.

Practice Roadshow Book a demo

Dedicated sessions typically run on published demo days; see the scheduler on the homepage.

Next step

Activate the practitioner portal when you are ready, or reach the team if you are scoping migration timing and data cutover.

Practitioner portal — start free

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