These days, many of the files and documents shared with our clients 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, is essential. With hundreds of clients already using our client portal it has proven 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 allows you to exchange your accounting documents and data with us via your web browser. This enables you to access your own 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 as well as approving documents such as tax returns and final accounts - saving clients 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.
  • 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.
Do What You Love

Alastair Dobson

Arran Dairies

Partner

Services Alastair used

Alastair Dobson

“My businesses, Taste of Arran and Arran Dairies, have been working with Partner, Sandy Dargie and William Duncan + Co for a number of years and we really feel they are part of our team. Not only do they help with the boring, but necessary, regulatory stuff in a very efficient and professional manner, they are always there when we are business or personal financial planning. It is good to know and reassuring when there are so many things to consider in a normal day in business.”