This is a video walkthrough on how to upload documents to your client portal, so these can be picked up by the office. See how to change the name of a file, and also how to add notes to highlight aspects of a document to us.
This is a video walkthrough which explains how you can find deadline and liabilities information in your secure area of the client portal. This will cover deadline dates for things like tax and VAT returns, and also the amounts due and their due dates. This information is all available to you within your portal login area. Find out how in this video.
This video provides clients with a walkthrough on how to locate and download documents from the portal area.
Accountancy can be difficult when you’re running a business. There are a million-and-one things to look out for, not to mention the legislation that runs alongside.
It is important to understand that not every company runs in the same way with the same principles, which is why we customise our services to fit in to work with you.
We work closely with all our clients and encourage engagement with us before taking the next step, to ensure all proper considerations are made beforehand.