Client Portal

Send me your documents securely

Once we start working together, you sign in to your own secure portal with your email and a one-time code. Upload your documents there from your phone or computer — no need to email them.

How it works

Three simple steps

1

Sign in with your email

Open the portal, enter the email I have for you, and we’ll send a secure one-time code. It’s just for you.

2

Add your documents

Take a photo of each document with your phone camera, or upload files you already have saved.

3

I’ll take it from there

I’ll check everything you send and let you know if I need anything else.

What to upload

Documents I usually ask for

  • Payslips – your most recent ones
  • Bank statements – your most recent ones
  • Photo ID – a passport or driving licence
  • Proof of address – such as a recent utility or council tax bill

Every case is a little different, so I’ll tell you exactly what I need and how many months to send.

Works on your phone

Tips for clear photos

  • Lay the document flat in good light
  • Make sure all four corners are in the photo
  • Include every page, not just the first
  • Check the words are easy to read before you send

It works on phones, tablets and computers, so use whatever is easiest for you.

Why it’s safer than email

Please don’t email your documents

Email isn’t designed for private paperwork. Messages can be forwarded, sent to the wrong address by mistake, or sit in inboxes for years.

Your portal keeps your documents in one secure place, just for you, and they come straight to me. If you’ve already emailed something, that’s fine. Just upload it to your portal as well and delete the email.

Need a hand?

Can’t get your code, or something isn’t working? Call or WhatsApp me and I’ll sort it out. Monday to Friday, 9am to 7pm.

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