Accountant’s Portfolio

Are your clients using Farmplan software? Easily and securely access their data, and ensure information is transferred seamlessly.

Financial software for agricultural accountants

Ideal for accountants who have agricultural clients and clients already using Farmplan software. With our secure cloud-based storage solution, you can easily access your clients’ data whenever you need to.

Straightforward and intuitive to use, Accountant’s Portfolio, is available as read-only, full-edit and bureau versions, depending on your business requirements.

Industry standard accounting software

Used by some of the largest farming estates in the UK. All farm records in one place, easy to view, adjust and interrogate.

Streamline collaboration

Share information easily, safely and quickly with your farming clients via cloud back up services.

Detailed analysis

Create a range of essential reports including P&L, Balance Sheet and Trial Balance.

Accountants Portfolio features

  • Safe and secure
    Secure access to your clients data via a read-only, full or bureau licence (All features included in software accessible with full licence)
  • Save time with enhanced reporting tools
    Produce Profit & Loss, Balance Sheet and Trial Balance alongside a whole host of other essential business reports.
  • Designed for agriculture
    Can handle growing crop and livestock valuations, adapts to both farming and financial year analysis, uses farming terminology
  • Detailed Search Code Structure
    Enabling drill down into data entry, saving time and effort searching for information on specific transactions.

Our team are here to help

Contact our experienced team to identify the right tools and training for your business.