Mantlepoint

For accounting, legal and advisory firms

Stop chasing clients for paperwork.

Mantlepoint sends branded requests your clients finish from their phone in minutes, with no password. Your team sees every outstanding document, reminder and signature in one place.

Start your 14-day trial Explore the demo app

No card neededSet up in an afternoonData hosted in Australia

Used by 340 firms across Australia, from two-partner practices to firms of sixty

  • Harlow Cole Advisory
  • Ottley Vance Legal
  • Brisk & Morrow
  • Penhale Tax
  • Quarry Lane Partners
  • Wenlock Advisory
  • Isca Bookkeeping
  • Thorne Abbott Law

Product

Everything you need from a client, asked for once.

Requests, reminders, signatures and questionnaires in one portal that carries your firm's name, not ours.

  • Requests built from templates

    Start from a template for a tax return, BAS, SMSF audit or new client, adjust the list and send. Each item says exactly what you need and why.

  • No password, no app

    Clients open a secure link by SMS or email and confirm with a one-time code. Phone photos become clean, readable PDFs.

  • Reminders that send themselves

    Polite nudges at the intervals you choose, stopping the moment a client finishes. Nobody on your team writes another follow-up email.

  • E-signatures in the same flow

    Engagement letters, return declarations and trustee minutes, signed in the same portal with every signer tracked.

  • Fits the tools you already use

    Client details sync with your practice and accounting software, and approved files land in your document storage.

  • Every outstanding item on one board

    See what's stuck, who it's with and what's overdue before the client calls you. Partners get the whole firm; staff get their own list.

A hand holding a phone to photograph a printed invoice on a timber desk, beside a laptop and a coffee

Invoice received, 1 of 3

How it works

From first request to filed, in three steps.

  1. 01

    Send a request

    Pick a template, choose the client and set a due date. Mantlepoint drafts the email and SMS in your firm's voice, and you can change every word before it goes.

  2. 02

    Your client finishes it on their phone

    One link, a one-time code and a checklist they can work through on the bus. Photos, PDFs, answers and signatures all land in the same place.

  3. 03

    You review and file

    Check each item, ask for a clearer copy with one tap, then approve. Everything files to the right client folder with its full history attached.

A closer look

One request, four ways to see it.

See every request by stage.

Requested, uploaded, in review, approved. Filter by type, staff member or due date, and open any card to see the checklist and the conversation behind it.

  • Overdue items rise to the top
  • Move a request on with one click
  • Workload by staff member

  • 3.6 days

    average request turnaround, down from 9.4 before switching

  • 81%

    of client items completed from a phone

  • 11 hrs

    of follow-up saved each week by a ten-person practice

  • 340

    firms across Australia, most of them referred by another

Across firms on Mantlepoint, July to October 2026.

Security and data

Built for files that can't go astray.

Tax file numbers, bank statements, wills and trust deeds. We treat every file like it's yours, because to your client it's yours.

  • Data hosted in Australia

    Files and records are stored in Australian data centres and don't leave the country.

  • Role-based access

    Staff see the clients and files their role allows. Partners decide who can approve, export and delete.

  • A complete audit trail

    Every view, upload, signature and download is logged against a person and a time.

  • Encrypted throughout

    Files are encrypted in transit and at rest, and staff sign in with a second step.

  • Links that expire

    Client links close when a request is done, and you can revoke one at any time.

  • Your data, your call

    Export everything whenever you like. If you leave, we delete it on the date you choose.

Pricing

Priced per firm, never per client.

Every plan starts with a 14-day trial. Prices are in Australian dollars, excluding GST.

  • Starter

    Up to 3 staff

    $89a month

    Billed monthly, cancel any time

    For sole practitioners and small practices getting off email.

    • Unlimited clients and requests
    • Templates, reminders and e-sign
    • Your logo on every request
    • Email support
    Start a Starter trial

  • Most firms choose this

    Practice

    Up to 15 staff

    $249a month

    Billed monthly, cancel any time

    Where most firms land. Everything a busy season needs.

    • Everything in Starter
    • Your colours and sender name
    • Practice software and storage sync
    • Role-based access
    • Phone support
    Start a Practice trial

  • Firm

    Unlimited staff

    $690a month

    Billed monthly, cancel any time

    For multi-office firms that want the portal to be entirely theirs.

    • Everything in Practice
    • White-label portal on your own domain
    • Audit exports and retention rules
    • Setup run with our team
    • Priority support
    Start a Firm trial

Switching plans takes effect on your next bill. No setup fees and no lock-in.

An adviser walking a client through his documents on a tablet at a timber table

Customers

Built in Newcastle, by people who did the chasing.

Mantlepoint started in 2021 inside a twelve-person practice in Hamilton, where two staff spent most of every tax season asking for the same documents twice. We built the portal we wanted, then other firms asked for it.

We still answer the phones ourselves, and we still ship most changes because a customer asked.

  • We used to spend Monday mornings writing reminder emails. Now the reminders go on their own and Mondays are for the actual work.

    ReneePractice manager, accounting practice, Charlestown

  • Clients sign the engagement letter in the car park after our first meeting. Renewals went from six weeks to about four days.

    MarcusPrincipal, advisory firm, Orange

  • Estate files ask a lot of families at a hard time. Asking for one thing at a time, gently and in plain words, has made a real difference.

    LeahSenior associate, law firm, Geelong

Docs and questions

The things firms ask us first.

Can't see yours? Email hello@mantlepoint.example and a person replies within a business day.

Do my clients need to create an account?

No. They open a secure link from an SMS or email and confirm it's them with a one-time code. There's no password to forget and no app to install.

Can it carry our firm's branding?

Every plan puts your logo on requests. Practice adds your colours and sender name, and Firm runs the whole portal on your own domain so clients never see ours.

Where is our data stored?

In Australian data centres. Files are encrypted in transit and at rest, and every action is logged. We don't claim certifications we don't hold, and we're happy to answer your security questionnaire in writing.

Does it work with our practice software?

Mantlepoint syncs client details with the practice management and accounting software most Australian firms use, and files land in your document storage. Tell us your setup and we'll confirm it before you commit.

How long does setup take?

Most firms send their first request the same day. Import clients from a spreadsheet or your practice software, adjust our templates and invite your team. On Firm, we run the setup with you.

What happens when the trial ends?

Nothing is charged automatically. Pick a plan and carry on, or your workspace pauses and we keep your data for 60 days before deleting it.

Start free

Send your first request this afternoon.

Fourteen days, every feature and no card. We'll set up your workspace with your firm's name and a starter set of templates.

Or look around the demo workspace first

We'll only use your details to set up your trial.