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Client portal
Browse 6 short guides for client portal.
Get around the Client portal
Use Client portal Home and navigation to find Queries and account settings.
Accept or decline a Client portal invitation
Respond to a firm's invitation to access a Client organisation.
Create a Query in the Client portal
Send a new Query to your accountant from the Client portal.
Reply to and resolve a Client portal Query
Reply to your accountant, mark a Query resolved, or re-open it.
Switch Client portal organisations
Move between Client organisations connected to the same portal account.
Update your Client portal profile
Keep your name, phone numbers and position up to date in the Client portal.