Document Approval
I have added a section to the website which can be accessed by selecting 'Client Portal'. I know some of you already have log-on credentials and will have used the system to digitally authorise accounts and Tax Returns. However, for those of you who have not used the online system, if I need you to agree any documents during this period of isolation, I will send you an email asking you to create an account. I will talk you through this process if necessary, just let me know.
The system is also very useful under normal circumstance and I have been using it for some time for clients who live too far away to easily visit.
Documents can be shared either way through a secure connection and stored online so you can access them twenty four hours a day which could be useful for business banking appointments or mortgage applications.
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