Home
Existing clients
Client portal.
Upload documents, review draft accounts, and see what is outstanding. Secure, and deliberately separate from this website.
Signing in
The portal is a separate system with its own login. If you have not been set up yet, ask your usual contact here and we will send an invitation.
Links out to SharePoint on your Microsoft 365 tenancy, or to a dedicated portal product. Never into WordPress.
What you can do there
- Upload documents without emailing attachments
- See a list of what we are still waiting on
- Review and approve draft financial statements
- Download filed returns and signed accounts
- Keep a record of what was sent and when
Why not email
Email is not a safe place for passport copies or bank statements, and it makes it hard for either of us to know what has already been sent. The portal keeps one authoritative record.
Security
Multi-factor authentication is required on every account. Documents are encrypted in transit and at rest, held only as long as anti-money-laundering law requires, and every access is logged.