Stop emailing
tax returns.
Client correspondence lives in individual inboxes, which means it is invisible to everyone else, impossible to hand over and unrecoverable when someone leaves. Qwikr keeps it on the client record where it belongs.
Every way you talk to a client
Messaging, email, documents, signatures and chasing — all filed in the same place, against the same client.
Portal messaging
Conversations that live on the client record, visible to whoever picks the job up next — not buried in one person’s inbox.
Email sync
Connect Google or Microsoft and client email threads are filed against the client automatically, so the history is complete without anyone forwarding anything.
E-signatures
Send accounts, returns and engagement letters for signature and get the executed copy filed against the client — no third-party signing subscription.
Document sharing
Share documents through the portal with access recorded, instead of attaching a tax return to an email and hoping.
Client uploads
Clients send records in from the portal or the app, into the right file, with a record of what arrived when.
Questionnaires
Structured requests instead of a long email — the client answers the questions, and the answers land as data on the file.
Automated chasing
Records requests and overdue invoices chased on a schedule you set, escalating politely, without anyone having to remember.
Your own sending domain
Email goes out from your firm’s domain with authentication configured, so it arrives in inboxes rather than spam folders.
Supplier and staff portals
Separate portals for suppliers submitting bills and employees viewing payslips, each seeing only what they should.
The handover problem, solved by filing
When a manager is off and a query comes in, whoever picks it up starts from nothing. The context is in somebody else's inbox: what was promised in March, what the client said about the van, why the director's loan was treated the way it was.
Filing correspondence against the client fixes that without asking anyone to change how they work. Email syncs in from Google or Microsoft, portal messages are there by definition, and documents sit alongside both.
- Google and Microsoft mailbox sync, threads matched to clients
- Portal messages and internal notes on the same record
- Documents, signatures and uploads filed with the conversation
- Nothing lost when someone is away or leaves the firm
The records arrive without you asking four times
Every practice loses weeks each year to chasing. It is unbillable, it is nobody's favourite job, and it gets deprioritised precisely when the deadline is closest.
So set the schedule once. Requests go out on your templates from your domain, escalate on the cadence you chose, and stop the moment the records land. What reaches a human is the client who genuinely needs a phone call.
- Records requests and overdue invoices chased automatically
- Your wording, your domain, your escalation timing
- Stops on receipt — no chasing a client who has already replied
- Escalation to a person only where it is actually needed
Questions, answered
For a tax return containing a national insurance number, date of birth and full financial position, yes — an email lands in an inbox you do not control, gets forwarded, and stays there indefinitely. Portal delivery keeps the document in one place with a record of who opened it.
No, and most firms do not. Email sync means the conversation still happens in Outlook or Gmail while the thread is filed against the client automatically. The portal is for the documents that should not be attachments.
They are electronic signatures with the signer’s identity, timestamp and audit trail recorded, which is what makes an electronic signature stand up. For documents where your professional body or your insurer requires a specific process, check that process against ours before switching.
Whatever you tell it to, on your templates, from your domain, on the schedule you set. It stops automatically when the thing being chased arrives.
No. You control what is shared. Internal notes, working papers and staff discussion are not visible to the client.
Move one client’s correspondence across
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