Client Portal

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Approve your accounts from wherever you are

At 360, Chartered Accountants we use secure software that enables clients to easily approve documents on the go.

Once a document has been uploaded by us (for example accounts or a tax return) our client receives a notification that a document is waiting for them to approve online using the e-Approval feature. Once approved we are automatically notified and will then deal with the approved document as necessary.

Our clients can also send us digital information safely and securely (without the risks associated with e mail) via our secure portal – Collaborate.

Having problems? Read our help sheet

Help with approving documents

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