Client Portal

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Approve your accounts from wherever you are

At 360, Chartered Accountants we have introduced a client portal where you can access a library of historical financial information 24/7. It is a fast and secure online tool allowing us to share confidential information with our clients.

Once a document has been uploaded, our client receives an automated notification that a document is waiting for them to approve online using the e-Approval feature.

Our portal is a cloud-based solution allowing us to exchange documents with clients who can even approve documents on the move using smart phones or laptops.

Having problems? Read our help sheet

Help with approving documents

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