The Snapfact accountant portal: manage 20 clients in 20 minutes

Thomas runs a small accounting firm with twenty SME clients. Every quarter used to mean dozens of emails asking for exports, VAT figures, and PDF ZIP files — then re-keying the same numbers into his tools.

With Snapfact's accountant portal (Professional plan), Thomas invites each client by email from My clients. The client clicks one link on /accept-invite — no complex onboarding. Access is read-only: invoices, VAT reports, dashboard stats, PDF downloads.

Thomas sees a portfolio grid: outstanding amounts, overdue badges, VAT deadlines sorted by urgency. He opens a client with Open and gets the purple read-only banner across the app. He cannot send or edit invoices — the client stays in control and can revoke access in one click.

VAT deadline view aggregates every client's next declaration. Spark chips on the portfolio page answer questions like "which clients have overdue invoices over €5,000?" across the whole book.

What Thomas cannot do in Phase 1: create invoices on behalf of clients or change settings. That is intentional trust design. The €49 Accountant plan adds firm-scale Peppol volume; the portal itself is included from Professional at €19/month with unlimited client links.