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Client Area

Client Portal

Welcome to our Secure Document Exchange (SDE) area. This section of our site allows us to exchange confidential data with our clients in a secure manner. All data is held in a secure environment and transmitted over industrial standard SSL connections.

This facility is available to all our clients who want to use it.

Key advantages of the system are:-

  • Security - data is encrypted as it is transmitted
  • 24/7 access to your financial details
  • Secure backup of documents

Log into your Secure Client Portal for secure document exchange.

If you would like to use this facility please Contact us.

Register for Self-Assessment

Click here to download a SA1 form. You will need to print and return this to us signed to confirm you are registered for self-assessment.

Authorise your Tax Agent

Click here to download a 64-8 form. Before we can act for you, you will need to sign and return this to us. A 64-8 informs HMRC that we have your permission, as your agent, to act on your behalf.

Begin trading as Self-Employed

Click here to download a CWF1 form. If you are starting to trade as self-employed, you need to confirm you are registered for Self-Assessment and National Insurance so you can report your income on a return each tax year. You will need to sign and return this form to us.

Standard Terms of Business

Click here to download our Standard Terms of Business.

Privacy Notice

Click here to download our Privacy Notice.

Client Feedback

We would like to hear your opinions. We aim to provide a high quality of service to all our clients; however, you might feel there is room for improvement. If so, we'd like to hear it, you can email Megan Brownsell here.  

 

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Hands & paperwork

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"I would commend Nicola Ferriday and Sumeet Bajaria, who have met the deadlines I have imposed. Both have been very professional and accommodating. Nicola's advice has been clear and kept me on the straight and narrow. I would like to express my appreciation of the staff of Myers Clark for their helpfulness and enthusiasm for assisting me.”
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