Rows of servers in a modern data centre, lit by cool overhead light
Trusted by 400+ practices

Every client document, deadline and detail in one secure place.

ExpatClientHub gives your firm a client portal, structured master data records and deadline tracking — so nothing depends on finding the right email thread.

No card required · Cancel anytime · UK data residency

app.expatclienthub.co.uk

Dashboard

3

Active clients

128

Due this week

14

Overdue

2

Unread

3

ClientStatus

Harrow & Finch Ltd

UTR 4471 892 210

Active

Bramley Dental Care

UTR 9920 114 385

Active

Northgate Logistics

UTR 3318 770 964

Due soon

Sallow Creative Ltd

UTR 7715 402 118

Overdue

Trusted by practices across the UK

  • HALWORTH & CO
  • PENFOLD ADVISORY
  • BRIDGEMERE
  • CALDWELL TAX
  • ASHGROVE LLP
  • MERIDIAN BOOKS

The old way costs your practice hours every week.

Most firms are running client work across an inbox, a shared drive and a spreadsheet. ExpatClientHub replaces all three with one record per client.

Documents lost in email threads

Clients upload straight into a private portal, filed against the right record the moment it lands.

Master data scattered across spreadsheets

UTRs, PAYE and VAT references live on the client record, in fields your practice defines.

Deadlines missed or chased by hand

Recurring tasks with automatic reminders seven days out, on the day, and every day overdue.

Client portal

A portal your clients will actually use

Clients see one screen: drag files in, watch them upload, download what they've sent. No sidebar full of your firm's data, no training call required.

  • Drag and drop, multiple files at once
  • PDF, DOC, DOCX, PNG and JPG up to 25MB
  • Downloads served through short-lived signed links
portal.expatclienthub.co.uk

Upload documents

Drag and drop files here

PDF, DOC, DOCX, PNG, JPG · up to 25MB

VAT-return-Q3.pdf100%
Bank-statement-Sept.pdf64%

Master data

Client records shaped around your practice

Start from eight sensible defaults — registered name, UTR, PAYE, VAT, company number, authentication code, address, year end — then add your own.

  • Text, number, date, select and long-text fields
  • Secure fields masked behind a show/hide toggle
  • Never visible to the client, only to assigned staff
app.expatclienthub.co.uk/clients/harrow-finch

Harrow & Finch Ltd

OverviewFilesTasksAssigned Team
Registered Business Name
Harrow & Finch Ltd
Unique Tax Reference (UTR)
4471 892 210
VAT Number
GB 402 118 77
Company Registration Number
09912 4471
Authentication Code
••••••

Deadlines

Every filing date, tracked in one board

Monthly, quarterly and annual tasks repeat on their own. Filter by client, assignee, status or due date and see at a glance what is slipping.

  • Table and board views with one toggle
  • Overdue in red, due within seven days in amber
  • Assign work to a team member per client
app.expatclienthub.co.uk/tasks

In progress

VAT return — Q3

Due 12 Oct

Payroll RTI submission

Due 19 Oct

Overdue

Confirmation statement

Due 28 Sep

Completed

Self assessment — J. Reid

Filed 14 Sep

Notifications

Know the moment a client sends something

Every upload notifies the staff assigned to that client and the practice admin. The bell updates live, so nobody refreshes a page to find work.

  • Real-time unread badge in the header
  • Click through straight to the client's files
  • Mark one read, or clear the lot
app.expatclienthub.co.uk

Notifications

Mark all as read

Bramley Dental Care uploaded 2 files

4 minutes ago

Task assigned: VAT return — Q3

1 hour ago

Northgate Logistics uploaded a file

Yesterday

Updates arrive in real time — no refresh needed.

Built for data you can't afford to leak.

Tenant isolation is enforced in the database itself, so one practice can never read another's records — regardless of what the application does.

Row-level data isolation

Every query is scoped to your organisation at the database layer, not in application code.

Encrypted file storage

Client documents sit in a private bucket, encrypted at rest and never publicly addressable.

Role-based access

Admins see the practice, team members see their assigned clients, clients see only themselves.

Audit trail

Uploads, edits and completions are stamped with who did what and when.

What practices say after a season on ExpatClientHub

Self assessment season used to mean 900 emails and a spreadsheet of chase-ups. This January we ran the whole thing from the task board and filed four days early.
Rachel Okonjo, Managing Partner at Halworth & Co, Leeds

Rachel Okonjo

Managing Partner, Halworth & Co, Leeds

Every Companies House filing date for 140 limited companies now lives in one place, with a reminder a week out. We have not missed a confirmation statement since we moved.
Tom Bradshaw, Practice Director at Penfold Advisory, Bristol

Tom Bradshaw

Practice Director, Penfold Advisory, Bristol

Clients used to send VAT records to whoever they last spoke to. Now they drop them in the portal and the right bookkeeper is notified within seconds.
Aisha Mahmood, Head of Bookkeeping at Meridian Books, Manchester

Aisha Mahmood

Head of Bookkeeping, Meridian Books, Manchester

12,000+

documents shared monthly

99.9%

uptime across the last 12 months

4 hours

saved per client, per month

400+

practices on ExpatClientHub

Start your first client in under ten minutes

Create your practice, add a client, invite them to the portal. No migration project, no implementation fee.