Multi-Client Dashboard
Manage all your clients in one place - built for accountants
Why Use This Feature?
How It Works
Sign up for one TinyTax account
Add each client company via search
Switch between clients from dashboard
Each client has separate workspace
View all submissions across clients
Who Benefits?
For Accountants
Manage 10, 50, or 100+ clients efficiently with Portfolio. Unlimited filings for £50/year.
For Bookkeepers
Track year-end work for all your clients. See which returns are outstanding at a glance.
For Business Owners with Multiple Companies
Run several companies? Manage all CT600 and accounts submissions from one place.
Frequently Asked Questions
How many clients can I add?
Unlimited with Portfolio plan. There are no restrictions on the number of companies you can file for.
Is there a separate fee per client?
No per-filing fees. Portfolio is £50/year for unlimited company filings. Solo is for single-company filers.
Can I give clients access to their own submissions?
Currently you manage submissions on behalf of clients. Client portal access is on the roadmap - vote for it in our community forum!
How does trial balance import work with multiple clients?
Each client gets their own cached trial balance mappings. The AI learns each client's account structure separately.
Ready to Get Started?
Join hundreds of UK micro-entities using TinyTax to file CT600 and accounts
Search Your Company