New client portal

Our new client portal is coming soon.

We are building a new client portal and app to make working with us simpler. They are coming in early 2027.

What it does

What it will let you do.

Send documents
Upload your documents and records to one secure place, whenever suits you.
Approve your accounts
Check and approve your accounts and returns, with an emailed code each time to keep it secure.
Message your accountant
Read and send messages, and get a notification when we reply or need something from you.
Jobs and deadlines
See what’s done, what’s next and the dates that matter, with any tasks for you listed clearly.
Snap receipts
Take a photo of a receipt or scan a paper document in our app, and send it to us in seconds.

Moving over

New clients
New clients get it first. Once it opens, anyone who joins us uses the new client portal from day one.
Existing clients
We will move existing clients over in stages and email you when it is your turn, with everything you need to get started. You do not need to do anything until then.

Everything you do with us today stays in the client portal you already use, until we email you about the move.