Books Portals is one of EVERYSYNC's 43 modules. It gives the team responsible for that work a proper home, while keeping related customers, people, documents, approvals, and money close enough that handoffs are clearer and follow-through is easier.
Books Portals gives accountants and bookkeepers a secure room per client where statutory filings, source documents, invites and Eva sit side-by-side — no more shared inboxes or scattered Drives.
isolation — clients only ever see their own portal
filings tracked against real deadlines, not spreadsheets
ask Eva inside a portal, get answers grounded in that client's docs
Powerful features designed for real business outcomes
A dedicated, branded room with scoped access for the client and their team.
Track corporation tax, VAT, payroll and accounts deadlines per client.
Invite clients and external accountants with the right level of access.
Ask filing or balance questions and get answers grounded in that portal's data.
Books Portals is designed for organizations that refuse to compromise on quality, efficiency, or insight.
Books Portals works even better alongside:
Books Portals is one of EVERYSYNC's 43 modules. It gives the team responsible for that work a proper home, while keeping related customers, people, documents, approvals, and money close enough that handoffs are clearer and follow-through is easier.
Books Portals is one of EVERYSYNC's 43 modules. It brings that part of the business into the same workspace as customers, people, money, contracts, documents, and support, so teams can see status, ownership, and next steps without chasing another app.
Standalone tools are useful when one team only needs one job done. Books Portals inside EVERYSYNC is built for the moment that job touches other people: a customer, an invoice, a contract, an employee change, a support issue, or an approval that needs context.
Pricing is based on the modules, bundles, and user groups your organization needs. Some branded tools can be sold on their own; most modules are part of the EVERYSYNC platform package. The pricing page or your quote is the source of truth for your setup.
Eva can use Books Portals only within the permissions your role allows. She can prepare summaries, draft follow-ups, flag missing information, route approvals, and report what changed. Human approval stays in the loop for actions that affect records, people, customers, or money.
For some modules (LinkSync as get.in, SignatureSync as Siggy, CallSync as Callcraft), yes — they're available as standalone products under their own brand. For most modules, Books Portals is a feature of the EVERYSYNC platform and isn't sold separately. The whole point of EVERYSYNC is that every module is more useful when it's connected to the others.