Clients
Your documents, your filings and your deadlines — in one place, permanently.
Every filing we make on your behalf is deposited in the portal with its supporting reconciliation attached. Nothing is emailed and then lost.
Your deadline calendar lives here too, personalised to the obligations that actually apply to you, and it updates when the law moves.
Upload once. We will not ask you for the same bank statement twice, which we understand is a low bar and rarely cleared.
Each return, each reconciliation, each acknowledgement, filed by date and by obligation.
What we did, what we noticed, what is coming. Archived so you can read back through the year.
You take a clean, documented ledger and every filing we made. We think that is the minimum.
Access is issued during onboarding with individual logins per person, so you can give your bookkeeper document access without giving them everything else.
If you have lost your credentials, use the contact form rather than emailing them to anyone. We will reset them and confirm by phone.
The portal comes with every engagement. Start with a thirty-minute call and we will show you what is in it.