Client Portal Launch

We are pleased to announce that today we have officially launched our client portal.

What is it?

It is a secure cloud application which allows us to send documents to clients which can be approved electronically.

Why use it?

Email is unsecure unless you attach passwords to the documents. Even then they aren’t as secure as an online portal.

Post (Royal Mail) can be slow and expensive. There is no guarantee that it will be delivered to the correct destination.

Our online portal allows us to receive instantly approved documents from clients. Therefore this saves time and money for ourselves and the client.

The client portal is GDPR compliant. N.b From May 2018 the General Data Protection Regulation comes into force. This means for us as accountants that we have to be very careful how we store and distribute personal data.

How secure is it?

Passwords are secured using a salting and hashing algorithm. This means that nobody else knows your password but you. We don’t know it and anyone who looks at the database won’t know it either. The password can never be found.

The files are all encrypted in transit using SSL and AES technologies.

The data is secured within the EU. This is a legal requirement as part of the EU data protection laws. The datacentres are located in the Netherlands and Ireland.

In the world we live in today we don’t believe that anything is 100% secure. However we do believe that the client portal is a more secure alternative than emails and postal deliveries.

How do I sign up?

All of our clients within the next 24 hours will start to receive emails from ourselves. It will contain a link which will ask you to set up a password.

For security purposes we can’t get access to this password so make sure you remember it. If you do forget it there is the option to reset the password.

I’m a client but I’ve not received an email

Check your spam first to see if it has gone there.

If you still haven’t received an email from us by Wednesday 28th March please email [email protected] or phone 01388 448208 to let us know.

How will I approve a document?

We haven’t sent any documents for approval yet but when we do the process will be very simple.

  1. You’ll receive an email with a link to an attached file.
  2. Click on the link and then type in your email address and password to access the client portal.
  3. The document must then be downloaded.
  4. This will give you chance to review the document.
  5. Click the approve link.
  6. You now have the option to either approve or reject the document.
  7. We are then notified of whatever action you have taken.

Is the electronic approval legally binding?

Yes it is fully compliant with the Electronic Communications Act.

All documents are given a unique document ID. When the document is approved they are sealed with a GlobalSign security certificate which means that they can’t be edited.

Can I access the documents 24/7 from any device?

Yes. The documents are stored securely in the cloud. Any device which has access to the internet can access the client portal.

You just need to go to our website Then select ‘CLIENT LOGIN’ at the top right of your desktop. On mobile or tablet devices just click on the drop down menu and select the bottom option ‘CLIENT LOGIN’.

We intend to leave important documents such as year-end accounts and personal tax returns stored on the client portal for up to 3 years. This will mean that you are just a few clicks away from having access to the last 3 years financial results anytime, anywhere.

DISCLAIMER – Please note that the content contained in this article is for general information only and is not a substitute for professional advice – read our full disclaimer

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