Client Portal
Sign in with the invited client accountUpload recordsAnswer information requestsView approved information
Sign in with the invited client account
Use the email address invited by the accountancy practice and complete the required authentication. Client portal accounts are separate from staff accounts and should not expose bookkeeping or practice-management controls.
Upload records
- Open the request or upload area.
- Select the relevant document/record.
- Use a clear file where the full invoice, receipt or statement is readable.
- Submit it once.
- Return to the request to confirm it is received/complete.
Answer information requests
Respond inside the request so the practice can see which question the file or answer relates to. If the request asks for several items, provide all of them or explain what is unavailable rather than closing the request with a partial response.
View approved information
The portal may show approved financial information or final accounts that the practice has chosen to publish. Draft staff workings remain inside the staff workflow.