Accounting close and advisory portal
A client portal where an outsourced accounting firm shows month-end evidence, review packs by entity, advisory decisions and fixed-fee scope decisions.
- Industry
- Accounting, Bookkeeping and Tax
- Team
- Finance, Client services
- Use case
- Client portals, Documents and evidence
- Tags
- Client reporting Approval workflow
- Includes
- 5 pages · 15 app surfaces
Template preview
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Included items
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Pennock August close evidence chase list, state on Sep 28
Page · Embedded on site route /evidence/chase-list · Requires sign-in
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Pennock August close review pack by entity
Page · Embedded on site route /packs/august · Requires sign-in
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Pennock advisory decision record, meeting of Sep 17
Page · Embedded on site route /advice/record · Requires sign-in
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Pennock fixed fee scope decision note: catering entity setup
Page · Embedded on site route /scope/catering-entity · Requires sign-in
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Close exception routing brief, August close, state on Sep 28
Page · Team area route /team/exceptions · Requires sign-in
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Project Chat
App · Client routes: /evidence · Requires sign-in
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Dashboards
App · Client routes: /packs; 17 live blocks across portal pages · Requires sign-in
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Tasks
App · Client routes: /advice · Requires sign-in
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Forms
App · Client routes: /scope · Requires sign-in
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Files
App · Client routes: /files · Requires sign-in
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File Request
App · Client routes: /files/requests · Requires sign-in
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Onboarding
App · Client routes: /onboarding · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A close and advisory portal for client advisory and outsourced accounting firms serving a multi-entity client. A sidebar leads from the evidence still owed to review packs by entity, advisory decisions and fixed-fee scope decisions, followed by files, file requests and onboarding. Live charts show close results, and the firm keeps a separate team area for exception routing and its admin tools.
- Month-end evidence chase list shared as a FuseBase page
- Review packs by entity with live reconciliation charts
- Advisory decision record with accepted actions in Tasks
- Fixed-fee scope decisions with a request form
- Files and file requests for close evidence
- Close onboarding checklist
- Firm-only team area with the close exception routing brief
- Light, Dark and Futuristic themes
How to use this template
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Review the portal
Open the live demo home page and follow the sidebar from the evidence still owed to the scope decisions.
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Map your close
Decide which evidence, review packs and advisory decisions each client entity should see every month.
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Plan client access
In the linked Site only the home page opens without sign-in. Choose which pages require sign-in in your own Site.
Frequently asked questions
What does Accounting close and advisory portal help me do?
A client portal where an outsourced accounting firm shows month-end evidence, review packs by entity, advisory decisions and fixed-fee scope decisions.
Which documents are included?
Five shared FuseBase pages. Month-end evidence chase list, close review pack by entity, advisory decision record and fixed fee scope decision note are on client pages; close exception routing brief stays in the team area.
How does a client raise work outside the fixed fee?
On Scope decisions the client raises a request through the form. The firm classifies it against the engagement letter and shows the price before any work starts, and the open decision stays on the page until the client answers.
Who is this template designed for?
Client advisory and outsourced accounting firms, for finance and client services teams running a monthly close for a multi-entity client.
Which pages open without sign-in in the live demo?
The home page opens without sign-in. In the linked Site, the evidence, review packs, advisory decisions, scope decisions, files and onboarding pages and the team workspace require sign-in.
Which themes does it include?
Three themes: Daylight (Light), Night neon (Dark) and Close cockpit (Futuristic). The Site opens in Daylight.