Tools
Clients complete guided reviews for tax, AI readiness, bookkeeping, VAT and data quality.
Private client workspace
Koryst Portal for tools, documents and AI-guided reviews.
A secure workspace where clients can complete reviews, upload records, connect accounting data and get guided support before anything reaches HMRC or a final advisory step.
Portal model
One login, many controlled workflows.
The first version should prove the client experience: account, tools, uploads, AI guidance, admin highlights and approval trail. Xero and HMRC connections then become controlled integrations, not risky shortcuts.
Documents
Upload accounts, statements, reports, invoices and supporting evidence into one workspace.
AI assistant
The agent explains questions, asks for missing information and escalates uncertainty to Koryst.
Approvals
Nothing sensitive is submitted without a clear client declaration and approval trail.
Client types
Built for your own clients first, with practice mode later.
The portal can start as Koryst-only, then later support private practice accounts, team permissions and branded workspaces.
Owner-managed limited companies
Sole traders and freelancers
Small partnerships and LLPs
Landlords and property businesses
Clinics and regulated service businesses
SaaS and technology founders
Tool library
Start with guided tools, then connect live data.
Live foundation
OpenTax review
A guided review for companies, sole traders, partnerships and LLPs to estimate tax exposure, cash reserve gaps and planning checks before year end.
Live foundation
OpenAI readiness
A structured check before clients spend on AI, automation, dashboards or portals. It tests data clarity, workflows, approvals and reporting confidence.
Live foundation
OpenBookkeeping
A client-friendly checklist that finds missing bank reconciliations, unclear categories, late documents and reporting gaps before accounts or VAT work begins.
Planned integration
OpenXero health
The first accounting software integration target. It will connect to Xero through OAuth, then review contacts, chart of accounts, bank transactions, invoices and VAT data quality.
Human approval required
OpenMTD VAT
A controlled readiness layer for VAT obligations, digital records and future HMRC submission workflows. Submissions should require explicit client confirmation.
Live foundation
OpenAI assistant
A guided assistant that asks clients for missing information, explains accounting/tax concepts plainly and escalates uncertainty to the admin dashboard.
Access model
Login and subscriptions come after the workspace is approved.
Recommended next build step: Supabase Auth, user roles, storage buckets, client records, admin dashboard, and audit log. Stripe can be added once the first private workflow is working.
Emailclient@company.com
WorkspaceTax review, AI readiness, documents
SecurityRole-based access + audit trail
Client loginData rooms
Every upload should have a reason and a review owner.
01Accounts and tax
02VAT and MTD
03Payroll and directors
04Property and landlords
05Xero connection
06Client messages