Accountants
Bookkeepers
Payroll Admin
SharePortals CRM for Accountants - Make Client Management Effortless for Your Accounting Team
Centralise client files, emails, and job records all within Microsoft 365 - no new software, no disruptions to your business.
Accounting teams lose hours every week hunting for documents, forwarding client emails, and chasing colleagues for the latest version. SharePortals brings order to the chaos: one secure, familiar place to manage all your client information.
Familiar
No new software to learn.
Efficient
Centralise client files and records.
Effective
Scale your business with ease.
Too Many Apps, Too Much Admin, Not Enough Time?
Most accountancy firms already use Microsoft 365 yet client information still lives across personal inboxes, shared drives, and spreadsheets.
The result? Wasted time, inconsistent records, and data at risk.
SharePortals eliminates that by linking Word, Excel, Outlook, SharePoint, Teams, and Planner in one “digital filing cabinet” - tailored for professional services.
We Understand The Challenges Accountants Face
A Better Way to Manage Your clients inside Microsoft 365
With SharePortals, your accountancy team can:
Centralise Client data: All documents, emails, and notes are stored in one view.
Keep Data Secure: Everything stays in your Microsoft 365 tenant - full control, no third-party hosting.
Save Hours Weekly: Eliminate double entry and manual searches.
Ensure Consistency: Every colleague follows the same clear processes.
Adopt Easily: The familiar Microsoft interface makes rollout simple - no lengthy training.
Connect The Tools Your Firm Already Relies On
No complex setup. No data migration headaches. Just one connected workspace.
SharePortals works seamlessly with the Microsoft apps you use daily - Word, Excel, PowerPoint, Outlook, SharePoint, Teams and Planner - and integrates with Xero for smoother invoicing and record-keeping.
Microsoft
Microsoft Purview
Govern, protect, and manage data.
Microsoft
Azure AI Document Intelligence
Quickly extract text and structure from documents.
Microsoft
Microsoft Teams
Connect with customers by video, chat, and phone.
Docusign Inc
DocuSign
Collect, centrally store, manage, and analyse agreements.
Microsoft
Power BI
Intuitive data visualization, detailed analytics, and interactive dashboards.
Microsoft
Power Automate
Automate processes across nearly unlimited systems.
Intuit Mailchimp
Mailchimp Marketing Suite
Email marketing and automation solutions.
Xero Ltd
Xero Accounting Software
Xero accounting software and its tools for SMEs.
Proven Results Across UK Organisations
From Scattered Spreadsheets to Streamlined Workflows
SharePortals is used by teams across the UK to bring order to scattered documents, emails, and tasks all inside Microsoft 365. While every organisation is different, clients often see improvements within days of rollout.
Up to 40% less time spent searching for documents or emails (client feedback).
Faster turnaround on client requests due to centralised records.
Fewer versioning errors and reduced internal 'back-and-forth'.
Quick adoption thanks to the familiar Microsoft Interface
