We are always conscious of the need for strong security over all data that we hold, especially your confidential information.
Consequently, we are now utilising a client portal for the electronic delivery and storage or your information between you and our office. Therefore, documents which we previously emailed or posted to you will now be accessible on the Client Portal. You are also able to upload documents and information for us with the simple click of a button.
Please note that documents can not be uploaded to the client portal until you have successfully activated your account.
So what are the benefits?
Our Client Portal also has many other abilities and uses regarding finances. Please contact our office if you would like to know more.