Client Portal

We have two secure client portals, for different purposes :
 

A.      Client Document Portal – this is for you to send documents to us and receive documents from us, such as accounts, tax returns, and tax return information, all securely.  You can also use it to sign returns and accounts electronically.
 

B.      Data Portal – this is for sending us big files, such as Sage data files, securely.

 

The relevant links are set out below

  To access                 Request to be set up Forgotten Password
A. Client Document Portal click here click here click here
B. Data Portal click here click here click here