Launch Upload Window
Client Portal

Secure document transmission

Transfer statutory records, bank statements, and payroll schedules directly to your assigned advisor through our dedicated encrypted channel.

24/7

active portal

50MB

per transmission

1 File

assigned advisor

Transmission Standards

Preparation and review

Ensure your records follow our structured protocol for prompt practitioner review.

Isolated Folders

Supported Formats

Immediate Receipts

Documents upload directly to isolated client folders monitored exclusively by your assigned accountant.

Accepted files include PDF, CSV, XLSX, and legible scans up to 50MB per single transmission.

Confirmation receipts issue automatically upon complete document receipt by the practice.

Contact Practice

Complex file archives or specific ledger queries?

Direct phone and email support is available during standard London office hours.