Client Portal

 Transfer documents in a safe and secure way using our Client Portal

Client Portal

The James Gock & Co Client Portal provides a convenient and secure method of transferring documents between our accountants and clients.

You now no longer need to send large attachments via email or send paper documents via the post.

Tax returns, financial statements and other documents that require signatures can now be digitally signed, safely and securely.

It is also a convenient place to store all your tax returns and documents.

Everything is in one place when you need to provide your tax information when applying for your next loan.

Within the Client Portal, you can upload documents, view and sign documents, categorise your documents for easy searching and send an email to the document owner.

Please contact our office on 02 9267 1688 to activate your portal so you can safely send us your tax documents and also sign your tax returns with a digital signature.

For more information on our Client Portal please speak to your James Gock & Co accountant or watch the training video below.