How To Proceed


Step 1 – register for / login to our client portal:


Client Portal (for new clients):



Client portal login details (for existing clients):

For any existing clients we have already setup access to our client portal for you as follows:


Step 2 – upload documents:

Once logged in to our Client Portal:

Once logged in, go to ‘Shared Folders’, click on your business name, locate the appropriate year and then upload the source documents to the “Input” folder within that year. For example, if we are completing an audit for the period ending 30/06/23 then please upload all documents in the ‘Input’ folder under '2023'.


Step 3 – notify us to get started:

Once you have uploaded all your documents and the audit is ready to start, please notify us by filling out the form here