Being a platinum partner of Xero places us in the top 2% of advisors. We recently visited Xerocon an electrifying live event at which all the big developments and new add-ons are presented to the attendees. On the Davis Grant Podcast, our senior managers David and Ben speak in detail about their experience at the […]
Davis Grant is now a Xero gold partner. Xero forms a key part of our Cloud Accounting Software solution by providing you with market leading online bookkeeping including a direct link to import your bank statements, live dashboards, reports and alerts. This new status as a partner reflects an ethos throughout Davis Grant to provide […]
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 […]
Fake messages attempting to scam you by impersonating professionals such as accountants, lawyers and banks are on the rise. Fraud attempts may appear genuine at first and contain accurate personal information that fraudsters have gathered by other means.
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 firstname.lastname@example.org (see above). Check your “Junk Email” folder! If you cannot find […]
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.