October 17, 2024
We are pleased to be able to offer our clients access to their very own client portal.
The portal will be accessed via our document storage software, Suitefiles and clients will be able to access important documents like copies of their Financial Statements and other permanent documents relevant to their business. You can even upload your own documents to share with your dpa expert!
Clients will be sent a link to set up a login, and after you have registered, you will be able to see your client folder. The portal will benefit those that need to access their financial documents regularly or those with Trusts that want to make permanent Trust documents easily accessible to their fellow Trustees.
If you wish to use this service, please contact Jade at the office, [email protected] to discuss your requirements and she will set up your access for you.