Clients

Client portal

Sign in to upload documents, sign your engagement letter and download your returns.

Sign in to the portal Upload documents securely

Trouble signing in?

Call (212) 555-0148 or email portal@ashcombe-reed.example. We reset access the same business day.

A client at a laptop at a long kitchen table
New clients

From signed letter to first close

What happens in your first month.

01

Engagement letter

Signed in the portal.

02

Portal access

An invitation for you and anyone you choose.

03

Document upload

Use the checklist below.

04

First close

Your first set of statements by the tenth of the next month.

First month

First-month checklist

Tick what you have sent. Your partner sees the rest in the portal.

A fountain pen signing a printed return on a wooden desk
Access
Documents

Questions

About the portal

Can my bookkeeper have access?

Yes. Invite them from the portal’s settings page.

What file types can I upload?

PDFs, images and spreadsheets.

How long do you keep documents?

For the retention period in your engagement letter.