Portfolio
Active clients and recent activity in one view.
For accounting firms and tax practices
Manage every client from one place.
Accounting, tax, documents and portfolio follow-up, with operational signals that help your practice see what needs attention.
- Multi-client portfolio
- Access limited to active relationships
- 14-day trial · no card
- Plans from 5 clients
Adviser dashboardZottio
Client portfolio
Operational status · not filing compliance
North Studio Ltd
Model 303 · 20 Jul
Review
2 documents
Arce Workshop
Model 130 · 20 Jul
Prepared
No issues
Lumen Digital Ltd
Model 200 · 27 Jul
Attention
1 reconciliation
Useful visibility
Know what is ready and what needs review.
The adviser workspace brings active relationships, accounting status, documents, messages and operational signals together. Portfolio health is not presented as a tax-compliance guarantee.
Priorities
Reviews, overdue invoices, reconciliations and unread messages.
Documents
Purchase inbox, extraction, duplicates and accounting status.
Access
Each client owns their records; advisers access them through an active relationship.
Obligations by client
Tax visible in each client's context.
The public page shows forms currently represented in the product. It does not promise automatic filing or unsupported form coverage.
ClientModelPeriodStatus
North Studio Ltd303Q2 2026Review
Arce Workshop130Q2 2026Prepared
Lumen Digital Ltd2002025Upcoming
Documents and review
From received document to reviewable entry.
Inbox
The client or practice adds the invoice.
Extraction
Supplier, date, base, VAT and total remain visible for confirmation.
Review
Issues and duplicates remain in the work queue.
Accounting
The draft is validated before posting.
Tax
The document retains its link to the relevant period.
Zottio AI for practices
Contextual assistance with clear limits.
Zottio already provides safe AI responses and evidence in authorised workspaces. The adviser dashboard uses operational signals and priority queues to organise work.
Available today
- Assisted document extraction
- Operational signals and priority queue
- Permission-scoped client context
- Status and evidence in the product AI
Not promised yet
Conversational querying across the entire portfolio is not presented as live until a dedicated, verified architecture exists.
Controlled collaboration
Clients retain control of their records.
Active client-adviser relationships define access. Practices can work with documents, accounting, sales, messages and reports within the authorised scope.
Real invitation
Invite a client or connect an existing account.
Active relationship
Access depends on a current client-adviser relationship.
Isolated records
Documents and operations are checked against the owning client.
Messaging
Conversations and requests stay inside the shared flow.
More capacity, less repetition
Standardise work without claiming a marketplace.
Zottio does not present a public directory or lead marketplace. Current value comes from serving a portfolio with shared processes and prioritised review.
Practice onboarding
From account to first client through a real flow.
Create the account
Name, work email, password and firm name.
Firm profile
VAT number, speciality and city are optional; firm name is required.
Advisory workspace
Registration creates the firm workspace and its dedicated adviser plan.
First value
After email verification, open the dashboard and invite the first client.
Practice plans
Capacity from the current catalogue.
Current monthly prices. Annual options are available on pricing. No unconfigured commercial benefits are added here.
Starter
€49/month
5 clients
Choose planPro
€99/month
20 clients
Choose planUnlimited
€199/month
Unlimited clients
Choose planPractice questions
Is a practice account different from a company account?
Yes. Adviser registration creates a professional workspace and a dedicated plan for managing clients.
Can I invite existing clients?
Yes. The adviser workspace includes a persisted flow for inviting clients and connecting existing accounts.
Can I query the whole portfolio with Zottio AI?
That is not presented as a live capability yet. Operational signals and AI access remain within existing permissions.
Can I add practice staff?
Plans configure user capacity, but this page does not promise a staff invitation and assignment flow until it is verified.
How is data isolated?
Adviser access is checked against an active relationship and ownership of the requested record.
Bring your first portfolio into focus.
Create a real adviser account or request a demonstration for your use case.
Screens and figures are product examples, not customer results.