Client workspaces for UAE accounting firms
Prepare each client company’s records for accountant review.
Organise each client company’s invoices, receipts, statements, missing evidence, and source-linked review questions before the accountant handoff. Every company keeps its own separate workspace.
Diwanio prepares evidence and review context; the client company invites its accountant. It does not combine client ledgers or replace professional judgement.
From friction to a reviewable workflow
From client records to accountant review
The same record keeps its source, owner, and decision as it moves from capture to review.
Start when the client company invites your accountant into its separate Diwanio workspace.
Collect invoices, receipts, and bank statements, then assign missing details to the person who can provide them.
Review each item with its source and business context, and carry unresolved questions into the accountant handoff.
Start a monthly client record request
Start a monthly client record request
Use these common record categories as a starting point, then agree each client’s reporting period and scope.
- Sales invoices, credit notes, refunds, and point-of-sale or marketplace summaries where used.
- Supplier invoices, receipts, expense support, and proof of payment.
- Statements for bank, card, and payment accounts, plus settlement reports from payment providers where relevant.
- Payroll, employee, asset, loan, or significant company-change records when they fall within the agreed engagement.
- Missing documents, unmatched transactions, and open questions with enough context to assign follow-up.
This is a practical intake aid, not a complete legal checklist or tax advice. Applicable records and retention rules depend on the business and current UAE requirements; confirm the scope with a qualified adviser.
Working alongside the current ledger
Keep the client’s current accounting system in place.
Diwanio gives each client company a place to organize source records, missing-evidence follow-up, and accountant-review questions alongside the accounting system it already uses.
- Supported accounting-provider connections import contacts and chart-of-accounts records.
- The separate CSV import also supports contacts, chart-of-accounts records, bank transactions, and retail sales.
These are selected-record imports, not a complete accounting-ledger migration. Provider and data-type availability can vary; check the current Imports screen before planning the handoff.
A clear review path for every client company
A clear review path for every client company
- A separate workspace for each client company
- Missing evidence and follow-up remain visible
- Reviewer questions stay linked to source records
- Professional responsibility stays with the accountant
Diwanio organises invoice, expense, and bank records for VAT and Corporate Tax preparation with links to official sources. Your accountant confirms treatment and filing; software output is not professional advice or authority approval.
One record. Clear responsibilities.
One record. Clear responsibilities.
Owner or operator
Provides business context, resolves missing evidence, and approves the decisions only the company can make.
Accountant or reviewer
Reviews treatment, resolves professional questions, and confirms the accounting or tax conclusion.
Not currently designed for
- Inventory-heavy retail, restaurants, hospitality, manufacturing, or construction
- Complex multi-entity consolidation, crypto, securities, or treasury operations
- Autonomous tax advice, legal conclusions, audit opinions, or direct return filing
Product proof for accounting firms
A preparation layer your reviewers can inspect.
Diwanio supports the work before professional judgement: gathering evidence, assigning questions, tracking readiness, and preserving the review trail.
- Client context
Keep each company’s records separate.
Client workspaces keep evidence and questions tied to the right business before review.
- Exception queue
Work from what is missing.
Reviewers can focus on visible blockers and unresolved evidence instead of searching across messages.
- Professional boundary
Judgement stays with the accountant.
Diwanio prepares the record and review context; it does not issue tax, legal, or audit conclusions.
See the connected capability
Read profit, unpaid balances, and the records behind them.
Review posted financial activity for the dates and currency you choose. See historical profit and loss, customer balances, and cash movements, then export the report for accountant review.
See the connected capabilityConnected UAE accounting workflows
Monthly bookkeeping checklist for UAE small businesses
Follow a monthly records routine for sales, suppliers, bank activity, payroll, assets, financing, and open questions before the accountant handoff.
Learn moreUAE accounting software guide for small businesses
Compare month-end tasks, UAE tax scope, accountant access, exports, support, and total cost before choosing a system.
Learn moreUAE PINT-AE e-invoicing readiness checklist
Check the Ministry’s published dates and follow a 17-step preparation checklist; the guide does not send invoices to an ASP or the FTA.
Learn moreUAE VAT record-keeping
Prepare source invoices, expenses, transaction context, missing evidence, and reviewer questions before a VAT decision or filing.
Learn moreCorporate Tax evidence preparation
Organise return-supporting financial records and questions for professional review; confirm what applies to the business with a qualified adviser.
Learn moreCollect company documents for accountant review
Keep invoices, receipts, statements, missing details, and reviewer questions connected to each company’s records.
Learn more
Questions from UAE accounting firms
A clear view of collaboration, client separation, and professional responsibility.
What is client portal software for UAE accounting firms?
Client portal software lets a client company share financial records and answer follow-ups with its accountant in one place. In Diwanio, the company invites its accountant into that company’s separate workspace, where records, missing details, and review questions stay connected. Diwanio prepares information for review; the accountant keeps professional judgement.
What is the best client portal for accounting firms?
No single client portal fits every firm. Compare whether you need a firm-wide client portfolio with shared tasks and deadlines, a customer portal for quotes and payments, or separate company workspaces that connect missing records to accountant-review questions. Check access per company, evidence handling, and how the review handoff fits your current ledger. Diwanio focuses on company-level records and evidence review; it does not consolidate client statements or file returns. Ask vendors to demonstrate your month-end workflow before choosing.
How is an accountant client portal different from a customer portal in accounting software?
A customer portal can help a business’s own customers view quotes, invoices, and statements, approve quotes, or pay balances. An accountant client portal serves the firm and its business client: collecting source records, showing missing evidence, and keeping review questions with handoffs. Check which audience and workflow each tool supports. Diwanio focuses on the firm-to-client evidence and review layer while the business keeps its accounting records in the ledger it chooses.
Is a client portal the same as accounting practice-management software?
No. A client portal handles client-facing exchange such as records, evidence requests, open questions, and review handoffs. Broader practice-management suites may also manage firm-wide jobs, staff workloads, deadlines, time, billing, and sometimes client books or consolidated reporting. Diwanio keeps company records and evidence in separate workspaces for preparation and accountant review; it does not consolidate client statements or file returns. Accounting-provider connections import contacts and chart-of-accounts records; the separate CSV import also supports bank transactions and retail sales. These are selected-record imports, not a complete ledger migration.
Can I use Diwanio alongside my current accounting software?
Yes. Keep the accounting system your client currently relies on as its ledger. Supported accounting-provider connections import contacts and chart-of-accounts records; the separate CSV flow also supports contacts, accounts, bank transactions, and retail sales. These are selected-record imports, not a full ledger migration. Confirm provider and data-type availability in the current Imports screen. Use Diwanio to organize company records, missing-evidence follow-up, and accountant-review questions.
Is this an accountant replacement?
No. Diwanio prepares client evidence and review context so accountants can apply their professional judgement.
Can an accounting firm work across multiple client companies?
Yes. A client’s owner or admin invites the accountant by email. Each client company stays in a separate workspace, and the accountant can switch only among workspaces where access has been granted. Diwanio does not combine client records into one cross-client ledger.
Does the portal file returns or submit to the FTA?
No. Diwanio supports evidence preparation and review workflows; it does not file returns or submit packages to an authority.
How much does client portal software cost for an accounting firm in the UAE?
Diwanio’s published Free, Essential, and Growth plans cover one legal entity per plan; Business is a tailored, sales-led engagement with capabilities confirmed in writing. The pricing page does not list a firm-wide rate for multiple client workspaces. If your practice needs separate workspaces for several companies, check the current packages and confirm the total setup cost with the Diwanio team.
Bring the next financial review into one visible workflow.
Start with the documents you already have, assign the missing context, and hand over the records behind each number.