A clear path from request to follow-up
How does the client portal work?
Request a service first, then use the portal to follow the engagement and documents after your account is approved and the office links the request to you.
Four simple steps
- 01
Submit a clear request
Choose a service and briefly describe your needs in the consultation or appointment form. Keep the reference number shown after submission. Do not enter confidential financial records in the public form.
- 02
Sign in and await approval
Open the client portal and sign in. The office checks your name and email before approving access to client files. “Awaiting approval” does not mean your request has been lost.
- 03
Track the engagement
Once approved and linked to an engagement, you can see its status and any document checklist, fee offer or engagement letter the office has made available. A public-form request does not automatically appear in your portal account.
- 04
Upload requested files securely
Use the upload control inside the relevant engagement. PDF, Excel, CSV, JPG and PNG files are accepted, up to 10 MB each. Review any follow-up instructions and contact the office if you need help.
Can't see your request?
Your account may still be awaiting approval, or the request may not yet be linked. Send your reference number and company name to the office. Do not send sensitive documents through public messages.