To help gather current information from you, we provide easy to complete checklists. We prefer you to complete them online in our Document Portal which allows us to instantly and securely get the information online. Step 1 – Login to the Portal….
You can securely send your files to us by uploading them into our Document Portal. We recommend this method above all others, we are unable to accept sensitive information via e-mail due to associated risks. Login and View the folder “Uploads”. On desktop – Click on Upload File button. On mobile – Click on the […]
When our work is complete, login to our Document Portal to review and approve with a digital signature. The secure portal is your digital document safe and means no more delays or postage costs when submitting and receiving your files. Alternatively: Your paper tax return may be posted to you, upon your request. You must sign […]
If you are struggling to access our Document Portal for the first time this is for you! There is a separate set of instructions if you have forgotten your password instead. Step by Step Instructions Find the invitation email sent to you from email@example.com (see above). Check your “Junk Email” folder! If you cannot find […]
We are aware of an issue using some versions of Google Chrome on Apple Mac devices. Documents may not display properly (information missing). If this happens to you please use Safari to access the Portal or download the file and open it in Adobe Reader. We apologise for the technical fault and are working to fix it.
Protecting your financial and sensitive data is paramount to us. We have prepared this brief summary to highlight some of the key security issues and steps we take on your behalf.
Don’t worry! You can easily automatically reset it by following these instructions…