AccountHouseAdvisors

How it works

Your financial picture stays yours. A professional sees the parts you choose.

AccountHouse Advisors connects your household's AccountHouse profile with a professional AccountHouse has checked. This is what happens, and what stays in your hands.

Step by step

  1. Step 1: Find someone

    Search the directory by what you need and where you are, open a profile a professional shared with you, or enter their code. Profiles show what AccountHouse has checked, and mark what professionals say about themselves as their own words.

  2. Step 2: Ask to connect

    Choose Connect on their profile and sign in with your AccountHouse account. A professional can also invite you: the invitation arrives in AccountHouse. Asking, or being asked, shares nothing.

  3. Step 3: Choose what they see

    The professional asks for the parts their work needs. You read what each part contains, tick what to share, choose how long, and confirm with your password.

  4. Step 4: Work together

    Messages, meetings, recommendations and shared plans, in your client area here and in AccountHouse under Advisors. A professional confirms it is them with a second factor before opening your figures, and every time they look is recorded for you to see.

  5. Step 5: Change or end it

    Narrow what they see, or end it, at any time in AccountHouse under Advisors.

What you can share

Each part, in the words you read before agreeing. Overview is always included; the parts marked You tick it yourself are never ticked for you, even when a professional asks for them.
OverviewAlways included
Your net worth, totals and headline ratios: the Financial Snapshot.
Assets
Your assets, including property: values, valuation history, equity and loan-to-value. Not your notes or account references.
Investments
Investment and retirement holdings, how they are spread, and projections.
Debts
Your debts and their repayment schedules, and how they compare with your assets and income.
Insurance
Insurer, type, cover, premium and the asset it covers. Never policy numbers, nominees or who is insured.
Income
Monthly income by category, in your household's shared categories only.
Spending
Spending summaries, trends, and budgets against what was spent, from the household ledger.
Cash flow
Income against spending, your savings rate, and recurring commitments and bills.
Cards
Card type, network, last four digits, limit, how much of it is used, balance and spending.
Bank and cash accounts
Balances, with account numbers masked to the last four digits. Never IBAN, SWIFT or routing numbers.
Goals
Your goals, their targets and progress.
TransactionsYou tick it yourself
Individual expense and income lines from the household ledger. No locations, attachments or receipts.
DownloadsYou tick it yourself
PDF and Excel copies of what they can see. Every download is recorded for you.
Keep your assets up to dateYou tick it yourself
Add and update assets, investment records and valuations for you. They can never delete anything, and never change debts, insurance or assets linked to a bank account. Each change is shown to you and can be undone.

Your consent is what lets them read your assets: they do not need your vault to be unlocked, and they never see your vault's notes.

Never shared

Whatever you tick, a professional never sees these.
  • Any private ledger: your own or a member's personal expenses, private categories, budgets and income categories.
  • Split groups, chats, DocuVault, InteliHouse, your locations and text messages.
  • Your sign-in, security and PIN settings.
  • Full account and card numbers, insurance policy numbers and nominees.

How long it lasts

You choose: 30 days, 90 days, 6 months, 12 months or until you end it. 12 months is chosen unless you pick another. When it ends, their access pauses until you renew it, and AccountHouse reminds you 14 days and 3 days before.

  • Narrowing what they see takes effect at once.
  • Letting them see more asks for your agreement again.
  • If your AccountHouse account is locked because its term ended, their access pauses until you renew.

Ending it

You can narrow or end this at any time in AccountHouse, under Advisors. Ending it stops their access at once. They keep only what they wrote themselves, such as notes and recommendations.

The copies of your figures their workspace kept to show your summary and reviews are deleted when it ends. Either of you can end it.

Households and firms

Only the owner shares

In a household with several people, only its owner can let a professional in. Members see which professionals the household works with and what each can see, and can suggest one to the owner.

Conversations stay with the owner

Messages, meetings, recommendations and plans are between the owner and the professional.

Colleagues only if you allow it

If you allow it, a professional's firm may assign colleagues to work with you, each seeing no more than you allowed. You are told about each one, and can remove them.

You need an AccountHouse account

Connecting shares parts of your household's AccountHouse profile, so you sign in with your AccountHouse account. About AccountHouse

Find a professional

Client reviews

Reviews come only from households who worked with the professional through AccountHouse.

Who can review

The owner of a household that connected with the professional here, from 14 days after a meeting, a recommendation, a shared plan or a message from them (or after telling us what service they received and when), and for up to 24 months after the last contact. One review per household, which its writer can change or withdraw.

Nobody is picked or paid

AccountHouse invites every household that can review, in the same words, good experience or bad. A professional cannot choose who is asked, and nobody is paid or rewarded for a review. Every reviewer confirms: “I am not an owner, employee, relative or business partner of this professional, and I have not been paid or rewarded for this review.”

Published as written

Every review is checked against the content policy before it appears, the same way whatever its rating, and is never edited. If it breaks the policy, its writer is told which part and can change it. The professional may reply once, in public, and may report a review; only AccountHouse decides. A professional can hide all their reviews, never some.

How the rating is worked out

A profile shows the plain average of its published reviews, how many there are, every star level, when they were written and the date of the figures. In the directory's order, ratings count only from 5 reviews, as an average pulled towards the directory's own, so a few reviews count for less.

Where regulators restrict reviews

Some regulators restrict testimonials. Chartered accountants in India have no reviews here; for some financial professionals, reviews appear only once they confirm that their regulator allows them, and never count in the order. Reviews describe individual experiences. They may not be representative of other clients' experiences and are not a guarantee of future performance or success.

The content policy

A review, or a reply, is not published if it contains:

  • Confidential commercial or financial information
  • Defamatory, harassing, abusive, obscene or sexually explicit content
  • Someone else's personal information, including staff named in it
  • Discriminatory content
  • Clearly false or misleading content
  • A review reasonably believed to be fake
  • Not about the professional's services
  • Investment returns, performance figures, or recommendations of particular securities or products
  • The writer's own account numbers, balances or other financial details
  • An accusation of a crime (it can be raised as a complaint instead)

This quarter, by star level

So anyone can see that decisions do not lean on the rating.

StarsSentPublishedNot publishedRemoved
30000
1-20000
4-50000

Reports received: 0; upheld: 0; dismissed: 0.

AccountHouseAdvisors

For professionals: a checked listing, and one place to work with the households who choose you.

Apply once, with your identity and your licences. When AccountHouse has checked them, publish a profile, answer requests, and see only what each household chooses to share.

Apply to join How joining works

AccountHouse provides the technology only. It does not give financial, investment, tax, insurance, mortgage or legal advice: any advice comes from the professional you choose.