Portal User Guide

Our Client Portal is used to enhance our service offering to you. It is used to communicate with you, to give you access to your key data and information, and to facilitate the sharing of electronic files securely and easily.

Benefits To You

  • Unprecedented and secure access to your data, from Financial Statements and Income Tax Returns to everyday mail from the ATO
  • 24/7 access to your documents and data from any device
  • Much greater security than email or post
  • The ability to securely send us electronic files – simply upload from your location

Below is access to the User Guide for the Client Portal.

Should you require any further assistance, please do not hesitate to contact us.

We look forward to communicating and sharing your data with you in an efficient and secure environment.

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