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

Billy Lynch

Lynch Developments

Partner

Services Billy used

Billy Lynch

“The Lynch Family group of companies have had a working relationship with William Duncan + Co Ltd for over forty years, now into our second generation.  As we have grown, so has William Duncan, and our working relationship continues to grow.  We continue to task each other to look at maximising efficiencies and best practice in developing our companies. At the heart of good working relationships are the people working together with trust and integrity.”