Accountancy & Consulting

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Focus on the work that matters

Huddle provides a safe and unique environment to review work, securely share information and collaborate efficiently. Not only that, but Huddle’s File Request feature enables all participants, from your accounting team to clients and stakeholders, to have a transparent view of the file collection process so that nothing is missed. Huddle gives accounting and advisory firms the security, easy collaboration and efficiency that clients expect from their professional relationships. Follow in the footsteps of industry leaders.

Download our brochure for the accounting and advisory sector

“For any client engagements we work on, Huddle is mission-critical.”

RSM Canada

Control complex engagements

It can be challenging to keep track of complex engagements when updates and tasks are buried in inboxes, files distributed across several locations, and approvals missed. By connecting everything in a single Workspace, Huddle means everyone is synchronized to the latest updates.  It’s also easy to use, so your teams are instantly more productive, your clients more engaged, and your work more secure.

Learn more about working with clients using a Client Portal  >

The confidence to collaborate

Huddle is built for the high security demands of the accountancy and consulting industries. Huddle’s team-based permissions means you can easily control access to your work; allow teams to work privately, or with clients. And, all activity that happens in Huddle is logged in a timestamped audit trail. Need to see if your client has read the latest update, or shared a file with a wider team? In Huddle it’s simple.

Learn how we secure your data  >

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