One Click Client Portal

Let’s face it, technology should make life easier and we believe that through our One Click Client Portal we have achieved this by streamlining the whole client approval process of both accounts and tax returns.

One Click 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 from anywhere 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 you valuable time and effort.

Login to client portal

My Accountants App on the Apple Store

The William Duncan App is free to download for everyone and it’s available for all iPhones and iPads - download by using the code WDuncan.
Download via Apple App Store

My Accountants App on Google Play

The William Duncan App is free to download for everyone and it’s available for all Android phones and devices. Download by using the code WDuncan.
Download via Google Play

Key Features

  • key feature

    Photo Receipt Management, Email and Store
    Never lose a receipt again! Using the app you can track receipts and expenses literally at the touch of a button. With minimal effort you can take a picture of any receipt and save it to your App. There is also a Receipt Bank integration to make life even easier!

  • key feature

    GPS Mileage Tracking and Management tool
    When it comes to mileage half the battle is keeping an accurate tab on your journeys. Using the built-in GPS in your device, it will automatically help you to track mileage helping you to record every single trip at the touch of a button. Plus it also manages trips as well, storing them and allowing them to view, edit or email with complete ease.

  • key feature

    Keeping in touch via ‘push notifications’
    As a firm we are committed to finding ways to communicate and interact with clients in the most efficient possible way. The new App enables us to send push notifications to all App users. We will be using this feature to share with you important news, deadline reminders and financial updates.

Useful tools


William Duncan One Click Portal

We can talk you through activating your Client Portal
Contact us for more information about our Client Portal and get assistance on activating for the first time.
Get in touch