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Client Portal Login

Our client portal is a cloud based, secure storage area, available for clients to access all core details in relation to their business and financial affairs.  This includes electronic copies of group schematics (summaries of ownership & control), asset & liability summaries, historical financial reports, income tax returns and all other assignments completed on your behalf.

The portal is also used to obtain electronic approval for new client memberships, letters of engagement and all work completed, including annual financial reports and income tax returns.

There are two instructional videos below:

Video 1: Provides detail on the functionality of the portal, how it can be used and accessed; and

Video 2: How to use the portal once you have received your log in credentials from us. 

If you are an existing client, you can also click the "Register" button below to access the portal immediately.

  

 

Register