CLIENT PORTAL
Here at Thomas Hopper and Partners we take our clients' privacy seriously.
When you become a client of ours, we can set you up with your own secure client portal.
Here’s what your dedicated portal can be used for.
- Secure document sharing: You can easily share documents securely through the portal with us (and we can do the same with you), eliminating the need to send documents via email.
- Document collaboration: We can collaborate on shared documents through the portal, ensuring a seamless and streamlined working experience.
- Secure document sharing with third parties: We can share your documents securely through the portal with any third party nominated by you (e.g. your bookkeeper or financial adviser), once again eliminating the need to send documents via email.
Please note that your dedicated portal will not be used for the following.
- ATO correspondence: Any ATO correspondence will be sent to you separately via email, not via your dedicated portal, and you will receive an SMS to open the document securely.
- Electronic signatures: We use an application called ‘FuseSign’ for electronic signatures on important documents.
Registering for the Client Portal
The registration process may differ slightly depending on your email provider. Please click on the appropriate link below for your email service:
For further information regarding using your portal, please click here.
If you already have an account with us, please login using the Login button below.
If you do not have an account, please fill out the form below and we will set you up with a secure portal. Or call us on 02 9929 4177 and speak to one of our staff members where they can create one for you.