Secure Client Portal


As part of improving our service to clients, the firm has recently updated its internal processes and is implementing a paperless system. Initially it is the intention to send Accounts and Tax Returns to clients. This involves using an on-line secure portal, Virtual Cabinet (VC), which can be accessed via the internet. We hope to extend it to all communications eventually based on client preference.

You will soon receive an e-mail from Virtual Cabinet with 'Browser Authentication' as the subject heading. Please follow the instructions using the link provided within the e-mail in order to activate your Virtual Client Portal Account.

We have created a guide on how to properly set up and activate your Virtual Cabinet Portal Account which can be viewed using the link below. Should you require more assistance, call Donna or Claire on 01325 349700 and we will be happy to help you through the process.

Portal Recipient Guide

Portal Link

 



Portal Recipient Guide