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.
- Electronic signatures: We use an application called ‘FuseSign’ for electronic signatures on important documents.
Coming Soon - ATO correspondence:
We are in the process of implementing the ability to send ATO post through your client portal, which will streamline communication and improve efficiency, while keeping your documents secured. More details will be shared as we progress with the implementation.
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.