A real-world example: The Growth Accountant, a firm running on fwd:accountant. Every screen, email, and message their clients receive carries the firm's brand — never ours. Swap the blue for your colors and this is your firm.
Clients open a secure link on the firm's own domain — no account setup, no password. They see exactly the transactions their accountant needs something for, and each one takes seconds: upload a receipt, let the agent find it in their inbox, or leave a note.
Reminders come from the firm's own address with one button that opens the portal — and clients are never nagged more than once a day.
Hi Jan,
Your June administration is almost complete — we're only missing two receipts. Open your portal with the button below (no password needed) and you're done in a minute:
Open your portalCoolblue · €340.00 · Van der Berg Vastgoed · rent Q3
For clients who live on their phone: a receipt request tied to one specific transaction, from the firm's WhatsApp Business account — after the client has opted in. Snap a photo, done.
Behind these screens, AI agents process the volume and a qualified fwd:accountant signs off on every entry. In front of them, your clients see your brand, your people, and your name on every message.
Your subdomain and branding are provisioned on day one of implementation. A 30-minute walkthrough shows you the portal live.