Chasing documents.
Bank statements, receipts and payroll records arrive late, by email, in the wrong format. Every deadline starts with a round of reminders.
FOR ACCOUNTING FIRMS
Practice management software for the client side of accounting
Engagement letters, onboarding, document requests, client approvals, time and billing in one place. Angelwood runs the client work around your accounting and tax software rather than replacing it.
QUICK ANSWER
Angelwood is practice management software for the client side of an accounting or bookkeeping firm. It covers engagement letters with e-signatures, onboarding, secure document requests, client approvals, time tracking and invoices paid through Stripe. It works alongside your accounting and tax software and isn't a ledger.
WHO THIS IS FOR
Built for accounting and bookkeeping firms that want proposals, client approvals, time and invoices in one place, with delivery staying in their own tools.
THE WORK BEHIND THE RELATIONSHIP
What gets in the way for accounting and bookkeeping firms.
Sign-off with no record.
The client approves the accounts on a call. When a question comes up later, nobody can show when it was agreed.
Advisory work goes unbilled.
Fixed fees cover compliance, but the extra questions and calls aren't tracked, so they're never invoiced.
Tools that don't talk.
The engagement letter, the document requests, the time and the invoice all live in different places.
FROM SETUP TO SHARED CONTEXT
How accounting and bookkeeping firms use Angelwood, start to finish.
From the signed proposal to the paid invoice, with your own tools in the middle.
- 01
Send the engagement letter.
Send the engagement letter or proposal from a template and collect the client's e-signature in their portal.
- 02
Onboard the client.
Prepare an onboarding plan from the signed scope: previous returns, access to accounting software and the contacts you need.
- 03
Request the documents.
Ask for bank statements, receipts and payroll records with clear instructions, and track what has arrived and what still needs a review.
- 04
Get approval before filing.
Share a reviewed update, ask the client to approve, and keep the approval on record against the work.
- 05
Track time on every client.
Log time against each client, including advisory calls, and see billable hours and utilisation across the team.
- 06
Invoice and collect.
Bill fixed fees and approved time, and let clients pay online through Stripe from their portal.
SEE IT IN ACTION
Angelwood for accounting and bookkeeping firms.
MAKE IT PRACTICAL
How the portal works for accounting and bookkeeping firms.
Engagement letters and e-signatures
Engagement letters and proposals from templates, signed by the client in their portal.
See the workflowDocument requests
Document requests with instructions, status and review, instead of email attachments.
See the workflowOnboarding plans
Onboarding plans prepared from the signed scope and reviewed by your team before the client sees them.
See the workflowTime tracking and utilisation
Time on every client, timesheet approval and utilisation reports.
See the workflowInvoices and payments
Invoices for fixed fees and approved time, paid online through Stripe.
See the workflowGOOD QUESTIONS
Accounting firms: common questions
What is practice management software in accounting?
Software that runs the work around client accounts: engagement letters, onboarding, document collection, deadlines and approvals, time and billing. It sits alongside the accounting and tax software where the numbers are prepared.
Is Angelwood accounting software?
No. Angelwood doesn't keep a ledger, prepare tax returns or run payroll. It handles the client-facing work and billing around them. Xero and QuickBooks are available as migration sources, not live integrations.
What is the best client portal for accounting firms?
One that handles secure document requests, approvals and payments in one place, and that clients can use without training. Our guide to the best client portals for accountants compares the main options, including Angelwood.
How do accountants collect documents from clients securely?
Use document requests in a client portal rather than email attachments, explain the format you need, and ask clients to invite you to software instead of sharing passwords.
Can clients sign engagement letters online?
Yes. Send the engagement letter as a proposal or agreement and the client signs it in their portal. Check the wording with your professional body's guidance or a lawyer.
Does Angelwood handle tax deadlines?
Angelwood tracks requests, approvals and work against dates, but it isn't a dedicated tax deadline calendar. Keep statutory deadlines in your tax or practice software if you rely on one.
Is there a free trial for accounting firms?
Yes. Every plan includes a 14-day free trial. See the pricing page for seats and client portal limits.
YOUR NEXT STEP
Ready to run client work for accounting and bookkeeping firms in one place?
Start your 14-day free trial. No credit card required.