Client Portal Introduction

Client Portal Introduction

Transferring information that’s sensitive and confidential is an important for accountants, although it doesn’t come without some challenges! With the increasing  costs of Royal Mail and GDPR rendering email as insecure AJR & Co Ltd have introduced a client portal.

This allows our clients, once registered, to upload documents, records and paperwork relevant to their tax returns or company accounts. Straight to the safe and secure portal, reducing the time and cost of posting or dropping by the office. In return we can also send out completed forms for review, verification and electronic signing.

How to register

Links are being sent out by email, these will direct you to a the registration page.

Follow the steps below:

Choose your own password
Check and update your personal/company information
The portal will enable documents to be uploaded, deadlines to be checked and personal information to be kept up-to date.

After registration

Once the registration process is complete the portal can be accessed through the dedicated page on the website or here

If you need further assistance in registering for this service please contact AJR & Co Ltd

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