Collaboration is easier with GrowthInvest. Our platform allows accountants to access client accounts in a controlled, read-only format, reducing the need for advisers to act as intermediaries. This saves time, improves accuracy, and ensures compliance during critical reporting periods, such as self-assessment and tax-year-end.
By enabling direct access, we streamline workflows and reduce stress for everyone involved. It is a practical solution to a common challenge, and it makes a big difference in practice.