Client Portal

Client Portal FAQs

To help our clients navigate through our new Client Portal, we have compiled a list of our most frequently asked questions.

Need some help navigating the Client Portal?

Here are some FAQs to assist. You can always contact our team if you need anything further.

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What is the Client Portal?

The client portal allows you to upload your accounting and tax information with the click of a button. It also allows you to view open and closed requests we've sent to you to ensure we have everything we need to complete your work efficiently.

Why is it necessary?

It’s a safer and more efficient way to handle your accounting and tax information. It simplifies the process for you and allows us to serve your individual needs better. It also provides you with more flexibility, you can comment and ask questions directly in the portal. Your accountant is immediately notified and can take action. This eliminates the need for email and keeps it all together in one place, so you can review it at any time.

How do I access the portal?

Once you have created an account, you can access the client portal at any time. You can log in using either of the following options:

  1. Go to our website: - add this link to your ‘favourites’ in your internet browser
  2. Find an email from the client portal and click on Manage Checklist to return to that checklist and log in to the client portal.

You will initially receive an email with your information requests. Click on ‘manage checklist’ to access the requests you need to complete through a magic link. This link expires after 30 days so may need to be resent or accessed via creating an account from the same email address to log into the portal.

On the right you can click to log in/create an account to access all your open and closed requests for ALL entities linked to your account.

What if I have forgotten my password?

If you forgot your password, click the forgot password link and follow the instructions.

What if I do not want to create a log in?

You can continue to only use the magic link within each individual email request for information. This does however mean you can not see all requests in one area to check you haven’t missed anything. The log in provides greater functionality to be able to access all information requests, for all jobs and all entities linked to your account as well as any completed requests and copies of uploaded documents.

What if I complete a request by mistake?

If you click on a request by mistake you can untick it to access it again and upload/comment on the item.

What can I do in the Portal?

Review Requests

This includes Open client requests for information needed on jobs we are currently working on for you. As well as Completed client requests for jobs that have now been finalised.

You’ll be able to see copies of documents you have uploaded, so you can keep track and easily find what’s been sent.

Please note: if you open this link on one device, and you’d like to access it on a different device, click the link again and it will ask you to “Send Access Link”. This will send another link to the originally sent email that will allow you to access it from the computer.

Comment, ask questions and upload files

Click on the name of the item to see the option to Comment or Upload files appear. You’ll be able to comment, ask questions and upload files on each of the tasks, which your
accountant is immediately notified of and can take action.

Click Comment to comment or ask questions on a task or click upload files to attach files to a task. To add files to a comment click on the paperclip icon on a comment while composing.