Our Client Portal – Safer, Quicker & Greener

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Our client portal has been well-received by numerous clients, including accountants in Sydney, who have successfully received and approved their documents.

Our client portal enables us to publish your documents via a secure online platform where you can review and electronically sign off all your compliance documents.

By utilising our client portal, we can reduce the risk of your private information ending up in the wrong hands. Registration on the client portal involves easy steps: identify yourself, confirm your email address and set your password.

The portal;

  • Enables us to provide you with secure online documents in a timely fashion;
  • Enables our clients to access their documents on most device platforms anywhere they can get online;
  • Enables our clients to upload documents to us over the secure portal;
  • Helps us be a little greener by reducing printing and paper consumption.

The system will notify you by email when a document has been published and is ready to be reviewed.

If you want to know more about our portal, please get in touch with Jodee Hughes of this office.

Kreston Stanley Williamson Team

*Correct as of June 2017

*Disclaimer – this article has been produced by Kreston Stanley Williamson as a service to its clients and associates. The information contained in the article is of general comment only and is not intended to be advice on any particular matter. Before acting on any areas in this article, you must seek advice about your circumstances. Liability is limited by a scheme approved under professional standards legislation.

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