Client Portal

While the Paperless Office is a dream to some and a nightmare to others, we are now one step closer with Inland Revenue approving the use of digital signatures on 14 October 2016.

As part of our constant investment in technology, in addition to the Portal, we now have the ability to send you documents for electronic signing or initialling.

In a similar fashion to the way you already receive Financial Statements, for example, you would receive an email with a link to a secure website and the electronic bundle of documents will have the "sign here" stickers albeit in an electronic format.  You can then sign from your computer, tablet or smartphone.

Short informative videos on both the Portal and Digital signatures can be viewed below. 

Though a number of clients already use the Portal, in 2017 we will start utilising this for more clients and introduce digital signatures.

If you are keen to be at the front of the Portal and Digital Signature queue or would like some more information please email