Accountrivia

Staff Portal

Sign in with your Accountrivia email and password.

Email

Password

Staff Portal INTERNAL

Main

📊 Dashboard

Transaction Queries

👥 Clients

✅ Responses

Companies House

🏢 Compliance

🔔 Reminders

Admin

🔐 Staff Accounts

Dashboard

Overview of all client queries

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Total clients

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Not yet sent

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Awaiting response

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Responded

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CH due ≤ 30 days

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CH overdue

All clients

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Clients

Add clients and manage their transactions

Client list

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Clients › —

Transactions

Transactions

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Responses

View client submissions

Select a client

Client

Compliance

Live Companies House data — confirmation statements & accounts deadlines

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Total companies

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CS due ≤ 30 days

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CS overdue

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Accounts due ≤ 30 days

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Accounts overdue

All companies

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Reminders

Set up automatic deadline reminders and manage email templates

⚙️ Reminder Rules

✉️ Email Templates

Rules trigger automatic emails before or on a deadline. You can set multiple rules per deadline type.

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Draft email templates for each reminder type. Use placeholders — click any tag to insert it.

{{company_name}} {{company_number}} {{director_name}} {{due_date}} {{days_remaining}} {{deadline_type}} {{firm_name}}

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Staff Accounts

Manage portal access

Staff members

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Add client

Client ID

Bank name

Client name

Company name

Accounting period

Staff name

Staff email

Client email

Add transaction

TX ID

Bank name

Account number

Currency

Date

Amount

Description (as on statement)

Type

Staff notes (shown to client)

Paste from Excel

Copy cells directly from Excel (Ctrl+C) and paste into the box below (Ctrl+V). The first row should be your column headers.

Paste your Excel data here

Map your columns to the correct fields:

Add staff member

Full name

Email (username)

Password

Role

Status

Add reminder rule

Deadline type

Rule name

Days before due date

Send to

Staff / firm email (for staff copy)

Linked email template

Status

Add email template

Template name

Reminder type

Email subject

Email body

{{company_name}} {{company_number}} {{director_name}} {{due_date}} {{days_remaining}} {{deadline_type}} {{firm_name}}