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

Ian Stewart

Kilbryde Hospice

Partner

Services Ian used

Ian Stewart

“Since the commencement of the Hospice we have utilised the services of William Duncan + Co Ltd and have found them to be thoroughly professional in all their dealings.  Over the years we have valued the relationship that we have together established, and have appreciated the friendly manner in which all our exchanges have been conducted. Not only have we invariably been served by the partners in a consistently helpful way, but we have noted that all the members of their staff reflect the ambience that the management has created.”