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

Angela Evans

JB Management

Partner

Services Angela used

Angela Evans

“J.B. Management has had a professional relationship with Sandy Dargie, a Director at William Duncan, since he was recommended to us in 2005. Sandy’s expertise, attitude, and positivity helped our Company through a particularly tough fiscal period at that time, which earned him our trust and respect. Throughout the years Sandy has, apart from handling our accountancy needs assiduously, sought solutions to our queries, given us the benefit of his professional advice in our many ventures, and generally encouraged the Company to fulfil its potential and realise its aspirations. Sandy continues to support J.B. Management, and we consider him to be a trusted friend as well as a business associate. Although we do not have professional experience of any of Sandy’s colleagues at William Duncan, we trust in his judgement to have chosen to represent a Company that embraces a similar ethos to his own; one of quality and integrity.”