Firm Management

Aarvo gives accounting firms a single platform to manage every client - no switching tools, no chasing logins, no exporting files.

The two-way system

Most practice management platforms bolt onto existing accounting software. Your clients use one system, you use another, and you spend half your time jumping between them.

Aarvo works differently. Your clients sign up to Aarvo as their accounting software. Your firm signs up to manage those clients. Both sides are on the same platform, seeing the same data, in real time.

No integrations. No syncing. No discrepancies between what your client sees and what you're working from.

Your firm dashboard

The firm view is built around four areas:

Clients - Your home base. View every client's revenue, completion status, and health score. Filter by team member, company type, or health status.

Filings - All returns and tasks across every client in one view. Track what's in progress, in review, and overdue.

Team - Manage your team and assign roles. Aarvo uses a three-level hierarchy so responsibility is always clear.

Referral Programme - Aarvo pays firms to use the platform. No subscriptions, no per-seat pricing.

Getting started

1
Sign up
Create your firm workspace at aarvo.com. Choose the accounting firm workspace type during setup.
2
Invite your team
Add team members from the Team page. Each person gets their own login with controlled access.
3
Link your clients
Existing Aarvo clients link instantly. New clients can be invited to sign up and auto-connect.
4
Start managing
Assign main contacts, allocate filing leads, and distribute tasks.

Common questions

Do my clients need to use Aarvo?

Yes. The two-way system requires both sides on Aarvo. This is what enables real-time visibility without integrations.

Is there a cost for my firm?

No. Aarvo does not charge accounting firms. Aarvo pays you through the referral programme.

How many clients can I manage?

No limit. Aarvo scales from sole practitioners to multi-partner firms managing hundreds of clients.

Can team members see all clients?

You control access. Team members can be assigned to specific clients with permissions you define.

Can I submit tax returns from Aarvo?

Yes. Aarvo integrates with HMRC for MTD-compliant VAT returns, Self Assessment, CIS, and more. Review, approve, and submit directly from the filings view.