Client Portal gives us the opportunity to share documents with you and request approval for lodgement from you much quicker than via email or letter.
Client Portal alllows us the opportunity to share documents with you in a secure portal, and request approval for lodgement from you much quicker than via email or letter.
You can submit legal "signatures" electronically directly from your pc or mobile device, no more printing, scanning and emailing back.
Client Portal is mobile optimised so you can access tasks/approvals and financial documents from us via the cloud anywhere, on any device.
You will receive alerts via email every time a document is posted for you so nothing is missed.
Setting up is easy! You will require a user name and password for security. You may already have this if you have a MYOB or a Google account. If you don't have an account, you can simply create one from the portal login selection page using your email address and your chosen password.
If something happens to your device there is no need to worry – all of your documents are safe and securely backed up in the cloud, so nothing is lost.
Please contact us to discuss the setup of the your Client Portal.