Existing client support
How can we help?
The new client portal is live: pay invoices, manage your cards, send documents and follow your tax returns. The guides below show you how, step by step.
Portal guides
Step-by-step guides with pictures.
Getting started
- The new client portal is hereWhat is new in the portal, and how to get in.5 steps
- Sign in and reset your passwordSign in with your email and password, and what to do if you forgot it.6 steps
- Put the portal on your phoneAdd the portal to your Home Screen so it opens like an app.5 steps
- Find your way aroundHome, the tabs, switching between your accounts, and getting back.7 steps
Billing and payments
- Pay an invoicePay an invoice in a few taps with a saved card or a new one.5 steps
- Add or remove a cardSave a card for all your accounts, or remove one you no longer use.6 steps
- Choose the card for a monthly servicePick the Main card and the Backup card we use for a monthly service.4 steps
- Pay from an emailed linkPay an invoice straight from our email, without signing in.3 steps
- See your payment historyEvery payment you made, with its date and status.4 steps
Documents and tax returns
- Send your tax documentsSee what we still need for your return and upload it from your phone or computer.4 steps
- Follow your tax returnSee where each return stands, and get it once it is filed.3 steps
- Agreements and signed copiesFind your agreements, download the signed copy and see their invoices.4 steps