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Our Client Portal – Safer, Quicker & Greener

Our Client Portal – Safer, Quicker & Greener

Current as of June 2017

 

We have introduced our client portal and a lot of our clients have been successfully receiving and approving 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 a few easy steps to identify yourself, confirm your email address and set your own 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 the amount of 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 anymore about our portal don’t hesitate to contact Jodee Hughes of this office.

 

DISCLAIMER
This newsletter has been produced by Stanley & Williamson as a service to its clients and associates. The information contained in the newsletter is of general comment only and is not intended to be advice on any particular matter. Before acting on any areas contained in this newsletter, it is imperative you seek specific advice relating to your particular circumstances. Liability limited by a scheme approved under Professional Standards legislation. 

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