How to use our client portal.
What is the client portal?
The client portal is an area which can be securely accessed via our website which is used for our clients to enter their personal and business information, it is also used for us to exchange important documents, for obtaining approval of accounts, tax returns and other important documents.
What information do I need to enter in my client portal?
We require all clients to enter all personal and business related information into the client portal, we will also prompt you should we require any other information from you and this should also be entered into the portal.
Is the portal secure?
Yes - the portal is protected with bank level data encryption so you can be sure that your data remains confidential and safe.
Where do I start?
As part of our client on-boarding process, we will email you with a link to set-up and account for the client portal, you will be required to set-up a password, this password should be retained as you will need to use it again next time you are signing in. You can sign back in to your portal any time by heading over to our website and clicking the link at the top of the home page 'client login'
See below some images and helpful information on how to use the portal.
Step 1 - Creating your account
If you scroll down to the bottom of your proposal email you will see the above, click on the link 'online registration process'
Step 2 - Set-up your password
Once you click on the link 'online registration process' you will be asked to enter a password of your choice, please keep this safe as you'll need it to log back in.
Step 3 - Entering your information
You will be prompted to enter all your personal and business related information, please enter everything you can and return back to enter any missing information if you do not have it to hand. It is important that all fields are completed.
Step 4 - Uploading / viewing documents
When you first sign up with us, you'll be required to upload two forms of identification. If you login to the portal you should see the above link for the 'document portal' once you click on this link there is an option to upload your identification. We will also use this area to upload any documents which require your approval in future.
Logging back into your portal
if you head over to our website www.adkbk.co.uk, you can log back into your portal at anytime by clicking on the link as shown above 'client login'
Did you know?
If you click on the deadlines link, you can also view your upcoming deadlines!