iXBRL Tagging. HMRC & Companies House Compliant. Fixed Pricing Per Entity.
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24/7 Access

Client Review
Portal

Secure online access to review iXBRL accounts. Preview in browser. Compare side-by-side. Annotate and approve. Works on any device.

256

-bit SSL Encryption

24

/7 Portal Access

2

FA Security Available

100

% Mobile Responsive
Client Portal Interface
Portal Capabilities

What you can do in the portal

Comprehensive review tools. Everything you need to check and approve accounts before HMRC submission.

Preview iXBRL in Browser

Built-in inline XBRL viewer. See accounts exactly as HMRC sees them. Hover over numbers to see XBRL tags. Click to view tag details (element name, context, units). No software download needed—runs in any modern browser.

Side-by-Side Comparison

Split-screen view: original PDF/Word accounts on left, tagged iXBRL on right. Synchronized scrolling. Highlight differences. Compare line-by-line to ensure accuracy. Zoom in/out independently on each side.

Annotation & Feedback Tools

Click any section to add comment/question. Highlight text and flag for review. Draw arrows/circles to point out issues. Attach supporting documents. Comments notify our team instantly via email. Full annotation history preserved.

Approval Workflow

Single-click approval or multi-stage workflow (e.g., accountant → director → secretary). Email notifications at each stage. Track approval status (pending/approved/rejected). Set approval deadline reminders. Digital signature capture for audit trail.

Mobile Responsive Design

Works on desktop, tablet, smartphone. Optimized layouts for each screen size. Approve on-the-go from iPhone/Android. Touch-friendly controls. Offline mode: download file for offline review, sync annotations when reconnected.

Download Final Files

Download iXBRL accounts (after approval). PDF copy for records. Validation report (52-check results). HMRC submission receipt. Companies House filing confirmation. All files archived for 7 years. Re-download anytime.

Interactive Preview

Built-in inline XBRL viewer

No special software needed. Preview accounts directly in browser with interactive XBRL tag inspection.

  • Hover to highlight tagged elements - Move mouse over any number to see blue underline indicating XBRL tag
  • Click to view tag details - Popup shows element name, context (current/prior year), unit (GBP/shares), value, calculation hierarchy
  • Tag search & filter - Search for specific XBRL elements (e.g., "NetAssets", "Turnover"), filter by context or taxonomy section
  • Calculation validation - See if subtotals sum correctly, highlight calculation errors (red) or warnings (orange)
  • Export to Excel - Extract all tagged data to Excel spreadsheet for analysis (preserves XBRL element names as column headers)
iXBRL Viewer Interface
Tag Details Popup
Element: NetAssets
Context: Current (31/12/24)
Value: £2,450,123
Unit: GBP
Calculation: Assets - Liabilities
Any Device

Review on desktop, tablet, or phone

Responsive design adapts to any screen size. Same features across all devices.

Portal on Multiple Devices
Desktop (Recommended)

Best for detailed review. Side-by-side comparison on large screens. Full annotation tools. Multiple tabs for comparing sections.

Tablet

Ideal for on-the-go review. Touch-optimized controls. Portrait mode for reading accounts. Landscape mode for side-by-side comparison.

Smartphone

Quick approval anywhere. View accounts vertically. Tap to approve/reject. Add voice comments. Push notifications for approval requests.

Flexible Approval

Choose your approval workflow

Single approver or multi-stage. Configure to match your internal approval process.

Single Approver Workflow
1 Single Approver

One person reviews and approves. Typically the accountant or finance director. Fastest approval (average: 2 hours from notification).

  • Email notification sent to approver
  • Portal login → Review → Approve/Reject
  • Instant submission authorization
Sequential Approval Workflow
2 Sequential Multi-Stage

Chain approval: Accountant → Director → Company Secretary. Next person notified only after previous approval. Common for larger companies.

  • Stage 1 approves → Stage 2 notified
  • Any stage can reject (returns to us)
  • Full audit trail of all approvals
Parallel Approval Workflow
3 Parallel (Any Order)

Multiple approvers notified simultaneously. Any order approval accepted. Useful when directors are busy/traveling. Submit when all approve.

  • All approvers emailed at once
  • Dashboard shows approval status
  • Auto-submit when last approves
Bank-Grade Security

How we protect your data

ISO 27001 certified infrastructure. SOC 2 Type II audited. Your accounts data is safer in our portal than on your own computer.

256-bit SSL/TLS Encryption

All data encrypted in transit (same encryption as online banking). AES-256 encryption at rest. Zero-knowledge architecture—even we can't decrypt your files without your password.

Two-Factor Authentication (2FA)

Optional 2FA via SMS, email, or authenticator app (Google Authenticator, Authy). Required for sensitive operations (approval, file download). Password reset requires 2FA code + security questions.

Access Logging & Audit Trail

Every login, view, download, annotation, approval logged with timestamp and IP address. Full audit trail available for download. Alerts for suspicious activity (login from new country, multiple failed passwords).

UK-Based Data Centers

All servers physically located in UK (AWS London region). GDPR compliant. No data transfer outside UK/EU. Daily backups to geographically separated location. 99.99% uptime SLA.

Portal Security
Access Lifecycle

When you get portal access

Portal access provided throughout entire engagement. Files archived for 7 years.

1
Account Upload (Day 0)

You upload accounts. Portal account created instantly. Login credentials emailed. You can log in to track tagging progress (live status: "AI tagging in progress", "Human review", "Validation testing").

2
Review Ready (Same Day)

Email notification when file ready for review. Full iXBRL preview available. Validation report accessible. Side-by-side comparison enabled. Annotation tools active. Typical: 4-8 hours from upload (standard service).

3
Client Review Period (3-7 Days)

You review at your own pace. Add annotations/questions. We respond within 4 business hours. Unlimited revisions during review period. Reminder emails if no response after 3 days (deadline approaching).

4
Approval & Submission

Click "Approve & Submit" button. Confirmation screen shows filing details (HMRC UTR, accounting period, submission deadline). Re-enter password to confirm. Live HMRC submission performed. Submission receipt displayed instantly.

5
Archive (7 Years)

Portal access remains active for 7 years. Download files anytime. View submission history. Access prior year comparatives for next year's filing. Useful for HMRC inquiries or audit defense.

Client Portal FAQs

Yes. We create separate logins for each person (accountant, director, secretary, etc.). Each has own password. Permission levels available: View Only (can see but not approve), Approver (can approve), Admin (can add/remove users). Useful for large companies with multiple stakeholders. Additional users: free (no per-user charge).

"Forgot password" link on login page. Enter email address, we send reset code (6-digit). Enter code + answer security question (company number or director name). Set new password. If you've enabled 2FA, reset requires 2FA code as well. If locked out completely, contact us—we verify identity over phone (company details, invoice number) before manual reset.

Yes. "Download iXBRL" button (after you approve). File downloads as .xhtml or .html. Open in any browser (Chrome, Firefox, Edge, Safari) to view with embedded iXBRL viewer. Works offline—no internet needed after download. You can also open in XBRL editing software (Workiva, Fujitsu XWand) if you have licenses. Note: you still approve/submit via portal (can't email file to HMRC directly).

Portal shows filing deadline countdown (e.g., "14 days until HMRC deadline"). We send reminder emails at 7 days, 3 days, 1 day before deadline. If no response, we contact you by phone/text. If still no approval and deadline is imminent (24 hours), you can authorize "emergency submission" where we file based on best-effort review (you take responsibility). Alternatively, file for Companies House 3-month extension (if eligible) to buy more time.

Review accounts anywhere. Approve in seconds.

See portal demo or get login credentials after uploading accounts. Unlimited revisions included.

Unlimited Revisions Portal Demo
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