Audit, accounting & advisory
Huddle’s cloud-based client portal enables a bespoke experience for accounting and advisory firms to use with their clients. It provides a secure environment to review work, securely share information and collaborate efficiently.
Huddle has enabled us to simplify a project that could have potentially been very complicated.
Keep teams and clients connected
Traditionally, collaborating on projects with clients is chaotic and impersonal. Collaborators and reviewers send sensitive information through unsecure methods which mean you lose sight of who is given access and which version is the most up-to-date. Passing information through multiple sources is highly frustrating and can not only cost you time but also money.
Engage and develop trusted client relationships by bringing people, documents and actions together in one central, bespoke environment that can be individually branded to represent your clients. Huddle is the perfect solution for auditors accountants and advisors to work securely and effectively.
Six reasons to love Huddle
Six Huddle features that our Accountancy & Advisory clients tell us they can't live without.
Client portals use case
Protect your client relationships
Engage with your clients in a meaningful way that puts them at the heart of what you do.
Full control of access to sensitive information and data, to mitigate the risk of cybercrime.
Huddle improves productivity across teams, making it easier to manage time, fees and billable hours.
To compete with the best performing firms, accountants and advisors need to utilise technology to offer a greater level of service.