Welcome to our Client Portal
A better way to send, receive and sign documents
Client Portal Login
Benefits to you
- Unprecedented access to data, such as financial statements and income tax returns
- Access your relevant documents 24/7
- Better security than email
- Easily transfer files to us – no need to deliver your accounting data file or scanned documents to our office, simply upload from your location
- Ability to sign documents electronically and have the signed document automatically sent back to us
Accessing the Portal for the first time
You will receive an email invitation from us to access the portal. Please click on the link in the email and this will take you to an area to create and enter your password. Please note – passwords must contain at least one capital letter and one number and be at least 8 characters in length.
Once you have entered your password, you will be redirected to the portal login page.
You will also be directed to set up Multi Factor Authentication. Here is a video to assist with setting up MFA: Client Portal How to Set up MFA