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Introducing our client portal

It seems we cannot live without email these days. But how many of us keep our inboxes tidy? Are you confident you could find something if you needed to, assuming that you haven't deleted it? And what if someone else was to go through your mailbox?

These days, many of the files and documents shared between us can be too large or too confidential to risk being intercepted or misaddressed.

Ensuring the integrity of the data we share and having the confidence to know it is being received by those intended, are essential.

With this as our objective we introduce the client portal.

With hundreds of clients already using the system; it is proven as a fast, convenient and safe mechanism for document exchange that is also helping to reduce clients' reliance on paper/post.

What is our client portal?

Our client portal is a website that allows you to exchange your accounting documents and data with us via your web browser.

The site allows you to access your account and upload or download files, any time and using industry standard SSL encryption.

The easy to use and intuitive interface offers you a convenient, no fuss approach to transferring data with us that can save you valuable time and effort.

Key features:

  • access all your documents (tax returns, management accounts etc.) in one place, 24/7, for as long as they are relevant
  • send your important data to us, with no limit on file size or type
  • industry standard secure encryption
  • receive notifications when your data is received by us or new documents are published to you
  • grant multiple users in your organisation different views on your data based on their role
  • review a history of everything you have sent to us and download copies
  • check the information we hold on file for you and amend if necessary

For more information, email portal@hwfisher.co.uk or, if you know your account code/reference, you can register here

 

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