A safe pair of hands offering you expert, proactive help and clearly explained advice on tax and accounts

Tree logoClient Portal

The client portal is an online document storage and secure file sharing solution, allowing you anytime, anywhere access to your documents. The portal will be used to send your tax return securely to you and it will be possible for you to send information (e.g. scans of personal documents or spreadsheets) to me too - it's far more secure than email.

  • You don't need to create your own SmartVault account to access any files sent to you, as you will be a guest user on my account. Request an invitation via the Contact form.
  • The invitation to my SmartVault account will come from, so if you don’t receive it shortly, check whether it might have gone to your Junk or Spam folder by mistake.
  • Open the email and click on the link in it to create your user id. All you will need to do is enter your first and last name, no need for your phone number (you can leave it blank), and then create your own password.

If you have already joined the Client Portal, use this link to access the Client Portal Sign In Page

What would you like a hand with?

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 Information Request 

Thank you for your interest. Please use this form to request copies of free booklets or ask any questions.

By filling in and sending this form you are providing your consent to be contacted regarding the subject matter you have raised. Communication between us is confidential and we shall take all reasonable steps to keep confidential your information except where we are required to disclose it by law, by regulatory bodies or by our insurers. Unless we are authorised by you to disclose information on your behalf this undertaking will also apply during and after any contractual engagement. Additional explanation is available at


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