Secure client document portal
Branded upload area with role-based access and audit trails. Cyber Essentials-aligned as standard.
Modern websites for UK accountancy firms — built to win enquiries, securely handle client documents, and signal the precision your clients expect.
The problem
No secure way to receive returns, payroll files or sensitive ID — every inbox is a GDPR risk.
Trust signals are thin, branding is generic, and prospects bounce before they ever reach the contact form.
No after-hours capture, no qualification — by the time you reply Monday morning, the lead has gone elsewhere.
What we build
Branded upload area with role-based access and audit trails. Cyber Essentials-aligned as standard.
Properly scoped consent capture, retention notes and secure storage of submitted data.
Tax returns, payroll, bookkeeping, R&D, audit — each with its own clear page and conversion path.
Conversational intake that scores enquiries and writes them straight into your inbox or CRM.
Design language that fits ICAEW / ACCA expectations — credibility built in, not bolted on.
Why us
Bloomorbit was founded by Abdul-Hakeem, who spent years inside regulated financial services. We know what an accountancy practice actually needs from a website — clarity, confidentiality, and conversion paths that respect how your clients make decisions.
Pricing
Most accountancy firms start with a Business Website (from £1,999). If you need secure client document handling, add a Client & Member Portal (from £3,500). AI lead qualification is a £199 add-on.
See full pricingMany accountancy firms still collect documents via email or post. A secure client document portal means clients can upload payslips, receipts and bank statements directly. It reduces back-and-forth, improves data security, and looks professional. Combined with role-based access and audit logs, it also gives you a defensible answer next time a client asks how their data is protected.
MTD phasing, HMRC digital record requirements and the shift to AI-assisted bookkeeping have all changed what an accountancy website has to signal to a prospective client. We keep our accountancy builds current with that landscape rather than treating a website as a one-off asset that ages for five years. If your practice also refers clients to legal partners — or you’re part of a multi-disciplinary firm — our solicitor page covers the equivalent SRA-facing considerations.
FAQ
Book a free 10-minute call — no pitch, no pressure. We’ll listen, ask the right questions, and tell you straight whether we’re the right studio for the job.
Book a free 10-minute call