Our online portal (available via the app/play store or via computer) is valuable for everyone including:
 

• Clients who need assistance with cashflow by automatically tracking and categorising their spending via their live bank feeds.

• Clients who want to see if they are on track for achieving specifical goals automatically and in real time. 

• ​Clients who want to be able to collaborate across a range of professionals such as us and their accountant.

• Clients who have complex and diverse financial situations where tracking via a single hub is highly valuable and time effective. 

• Clients who value security. The portal is more secure than sending documents via email and uses the same 256- bit encryption that banks use to protect your private details.

• Clients that have investment properties and want their documents (such as rental receipts) automatically stored in one area making it easy for tax time.