Four steps to your secure portal
Getting started takes minutes. Once you're in, everything you need is in one secure place — no more lost emails or paperwork.
Request Access
Complete the form below with your details. We'll verify your identity and set up your secure portal account.
Receive Your Login
You'll get an email invitation with a secure link to create your password and activate your portal account.
Upload Documents
Log in and securely upload your records, receipts, and documents — drag and drop, no email attachments needed.
Track & Download
View your filed returns, download completed documents, track deadlines, and message your accountant — all in one place.
Why clients love the portal
Everything you and your accountant need, in one secure, easy-to-use platform — designed specifically for UK accounting clients.
All Documents in One Place
Tax returns, accounts, letters and receipts — stored securely and organised by year, never lost.
Access Anywhere, Anytime
Log in from your phone, tablet or computer. Your portal is available 24/7, wherever you are.
Deadline Reminders
Automated alerts for VAT, Self Assessment, Confirmation Statement and other key deadlines.
Direct Messaging
Ask your accountant a question without picking up the phone. All conversations are logged and secure.
Secure File Upload
Drag and drop your records and receipts. No more emailing sensitive documents or posting paperwork.
Instant Downloads
Download completed returns, filed accounts and letters the moment they're ready — no waiting.
Track Progress
See exactly where your return or accounts are in the process — received, in progress, or filed.
Mobile Friendly
Snap a photo of a receipt on your phone and upload it straight to the portal in seconds.
Your Data Is Safe With Us
Our client portal is powered by Engager, a professional platform designed specifically for accountants and bookkeepers, providing a secure and convenient way to share documents, communicate with your accountant, and access important information online.
Secure Client Access
Access your documents, messages, and information through your dedicated client portal account, available whenever you need it.
Data Protection Focused
We take the confidentiality of your information seriously and use trusted professional systems and processes to help safeguard client data.
Simple & Secure Document Sharing
Share files, receive completed documents, and communicate with your accountant in one convenient location, reducing reliance on email attachments.
Built for Accounting Clients
Designed specifically to support secure collaboration, document management, and communication between accounting firms and their clients.
Request Your Portal Account
Complete the form below and we'll set up your secure client portal account. You'll receive an email invitation with a link to create your password.