One place for the work
A portal gives documents, messages, deadlines and onboarding steps a consistent home. Clients can see which company and period a request relates to instead of searching through long email chains.
The structure is especially useful where one person manages several companies.
Permissions matter
Each human user should have an individual login, and access should be granted separately for every company or entity. Shared passwords make it difficult to know who downloaded, approved or changed information.
Access should be reviewed when directors, employees or advisers change.
Use the right channel
Documents and ordinary practice messages belong in the portal. Passwords, one-time codes, recovery codes and banking credentials should not be uploaded or sent in messages.
A separate approved password manager should be used where operational credentials need to be managed.
A practical next step
Name files clearly, select the correct company before uploading and respond to rejected or incomplete items promptly.
The Accountants4All portal supports multi-company access, document collection, messages, onboarding and deadline visibility.
Official guidance
Rules and deadlines can change. Check the current official guidance and obtain advice for your circumstances.
NCSC: Top tips for staying secure onlineNeed a clear next step?
Talk through the records, deadline or setup involved.
This article provides general information and is not personal tax, legal or financial advice.