This is your very own fortress of finance.
We are creating a client zone that can be accessed via an e-mailed link or by this website. The client zone will be used for:
– Secure delivery of documents such as tax returns and accounts.
– Electronic approval of documents.
– Secure messaging.
How to use this area
As we roll this service out we will initially send you a link via email. Following this link the first time will prompt you to choose a password. This password is only known to you so if you forget it you will need to follow the ‘forgot password’ link on the login screen. Once you have set up your account you will receive an automatic email every time we upload something to your account such as a set of accounts or a tax return. Once you have logged in to view the document the system will prompt you if any action is required such as approval.
We will aim to keep your last 3 years’ documents here as things are uploaded, so you can access them anytime day or night. So if you ever have an urge to view older documents at 3am you will have the facility to do so!
