ACCOUNTANCY TENANTS
Monitor accountancy tenant onboarding and period-close performance.
Track new-client setup, recurring request completion and period-close readiness across accountancy tenants.
Templates
New client onboardingBeneficial owner/director detailsEngagement setupMonthly bookkeeping requestVAT period checklistYear-end accounts workflowPrior accountant handover
Limitation
BoxCase coordinates collection, evidence and workflow. It does not replace the accounting ledger.
Your client experience
BoxCase can disappear behind your brand.
Use your own domain, visual identity, sender address, terminology, legal links and document branding.
Explore white labelBranded portal — accountancy terminologySynthetic demo data
- Monthly request
- Monthly bookkeeping request
- Period checklist
- VAT period checklist
- Client workspace
- New client onboarding
Start with a solution pack. Keep your own process.
Track new-client setup, recurring request completion and period-close readiness across accountancy tenants.