Next Tax Source
Portal Admin · Firm Use
Next Tax Source
Portal Admin · Firm Use
Enter the firm admin key to manage client portals.
Every genuine inquiry gets an instant auto-acknowledgement; review the AI-drafted reply below and send it in one click.
Approve real client reviews to publish them (with star-rating schema) on /reviews.
AI drafts authoritative articles (one is drafted automatically each week). Review, then publish — nothing goes live until you approve it.
Assembles a digest from your latest published Journal articles. Review and edit, then send to opted-in clients only — each email carries an unsubscribe link. General information, not advice.
Firms you sell the system to — kept entirely separate from your own clients. Track plan, status, one-off setup fees and monthly subscriptions here.
Prices are anchored in GBP. Pick another currency and the monthly auto-fills at the equivalent (base £ × your FX rate below).
Base monthly price per plan, in GBP. Raising these affects new firms' auto-fill — existing firms keep their agreed price until you edit them. FX rates are indicative — set them to today's rate.
Generate a one-time sign-in link to send your client (also emailed to them when they request it).
Tip: upload a receipt, invoice or statement (image/PDF), then click ✦ Analyse to let AI extract the figures & draft a bookkeeping entry.
Connect the client's accounting software to pull live figures into the firm.
Upload the client's bank statement (CSV export or PDF) — AI extracts every transaction, auto-categorises and dedupes. Free, no third party.