Client Portal
At Focus Accountancy we use the AccountancyManager portal for all our correspondence and client documents.
It is a safe way of dealing with sensitive documents, and we know that it makes life easier, for us as well as for our clients.
To log in to the portal, click on the button in the top right corner of the website:
Here is an overview of all the features and benefits of the Client Portal.
Keep all your documents in one place
All of your documents are stored and organised in one place for you to refer to and download anytime. So no more trawling through your email inbox searching for ‘that thing my accountant needed… what was it again?’ Simply log in to your personal (free) account.
Exchange and sign documents securely
We can email you to let you know we have uploaded a document for you to view or sign. If you upload something to your portal for us to look at, we will be sent a notification automatically to let us know your document is there.
We will also be notified when you have signed a document, so we can get your accounts or returns filed.
Update your details anytime
If you have moved to a new house, got a new email address or phone number, you can update your details in your portal.
We will also be notified of any changes you make to your personal details, so everyone is kept in the loop.
Fill in forms online
When self-assessment comes around, you can enter all your information online, so no more printing out checklists or filling in temperamental Word documents.
Deadlines
You can view a list of deadlines for the services we provide, so you can check when these deadlines fall without having to ask.
GDPR compliant
If a document includes your name, address or phone number, we should use the portal as it is subject to GDPR. An email can pass through several servers as it is sent and received – and without encryption other parties can intercept the email.
The portal is fully GDPR compliant allowing you to exchange your personal documents and information securely.
Multiple document upload
You can drag and drop multiple documents to upload for us - up to 100MB in a single upload. Handy if you need to get documents to us quickly and securely.