Client Area Guide
How to use your private area in a few steps: upload documents, check deadlines and download your invoices.
Step by step
How to use the Client Area
Everything you can do from your private area.
1
Log in
Go to Client Area and enter the email and password we sent you.
2
Upload documents
Drag your invoices and receipts into the Documents section.
3
Check deadlines
See upcoming VAT, F24 and tax returns, always up to date.
4
Download invoices and reports
Find all your tax documents ready to download.
5
Contact your advisor
Got a question? Message your dedicated advisor from the area.
FAQ
Frequently asked questions
How do I log in the first time?
Use the email and password we sent you and change your password on first access.
Which documents should I upload?
Purchase and sales invoices, receipts and bank statements.
Is my data safe?
Yes: private and encrypted access. Each company sees only its own data.
How much does the service cost?
It depends on the plan agreed with the firm.