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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.

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 Rachael Potter here.  

 

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