Books Portals is one of EVERYSYNC's 39 unified modules. It delivers the same depth as a standalone books portals tool, but lives inside the same platform as your CRM, HR, contracts, documents, and finance products — so cross-module workflows are first-class, and Eva, EVERYSYNC's embedded AI Operator, can read across every module to plan and execute work on your behalf.
Books Portals gives accountants and bookkeepers a secure room per client where statutory filings, source documents, invites and Eva sit side-by-side — no more shared inboxes or scattered Drives.
isolation — clients only ever see their own portal
filings tracked against real deadlines, not spreadsheets
ask Eva inside a portal, get answers grounded in that client's docs
Powerful features designed for real business outcomes
A dedicated, branded room with scoped access for the client and their team.
Track corporation tax, VAT, payroll and accounts deadlines per client.
Invite clients and external accountants with the right level of access.
Ask filing or balance questions and get answers grounded in that portal's data.
Books Portals is designed for organizations that refuse to compromise on quality, efficiency, or insight.
Books Portals works even better alongside:
Books Portals is one of EVERYSYNC's 39 unified modules. It delivers the same depth as a standalone books portals tool, but lives inside the same platform as your CRM, HR, contracts, documents, and finance products — so cross-module workflows are first-class, and Eva, EVERYSYNC's embedded AI Operator, can read across every module to plan and execute work on your behalf.
Books Portals is one of EVERYSYNC's 39 modules. It's not sold as a standalone — every EVERYSYNC plan includes Books Portals alongside CRM, HR, contracts, documents, finance, and the rest of the suite. Because it lives inside EVERYSYNC, Books Portals shares one data model with every other module, so cross-module workflows are first-class instead of glued together with integrations.
Standalone tools handle one job in isolation. Books Portals inside EVERYSYNC handles the same job, but it can also trigger and be triggered by every other module — and the embedded Eva AI can read across all of them. So instead of stitching together a separate books portals subscription with your CRM and HRIS, Books Portals simply *is* part of the same platform.
No. Books Portals is included in every EVERYSYNC plan, alongside the other 38 modules. EVERYSYNC is priced per active user per month with the full suite included — no per-module upsells, no per-workflow add-ons.
Eva has read access across Books Portals and every other module in your org, and write access scoped by your role. So you can ask Eva to plan and execute multi-step work involving Books Portals ('books portals summary for last month', 'create the standard books portals flow for our top 5 customers'), and Eva will produce a plan, request your approval, execute, and report back with a full audit trail.
For some modules (LinkSync as get.in, SignatureSync as Siggy, CallSync as Callcraft), yes — they're available as standalone products under their own brand. For most modules, Books Portals is a feature of the EVERYSYNC platform and isn't sold separately. The whole point of EVERYSYNC is that every module is more useful when it's connected to the others.