All clients have access to the portal. If you are a client and are not sure of your login enter your e-mail address and click on the forgotten password link.

Once a document has been uploaded, you will receive an automated notification that a document is waiting for you.

The benefits of using the portal are as follows:

  • Document Storage – Important documents can be accessed by either you or us at any time.
  • Totally secure – For maximum security, all your messages and data will be encrypted using the highest available military grade encryption and secured using trusted SSL certification. Only you will know the password that you select for your logon.
  • Two way transfer – The new portal allows both us and you to post and read messages and to upload and download files.
  • Single logon – Even if we advise you in a number of different capacities – for example, as a director of several companies and as a personal taxpayer – you only need a single logon to access all your files and messages on the client portal.
  • Approval – The portal makes electronic document approval simple: Review the document, tick a box and enter your personal password to approve it, ready for us to submit to the relevant authorities.
  • Access from anywhere - All you need is access to the internet (this can be via PC, smartphone or tablet).

For an overview on how the portal works please see this short video.

If you have any queries please contact us.


Kinetic Business Centre, Theobald Street
Elstree, Herts, WD6 4PJ
Contact Us: | Call: 07738 242299


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