Help & Support
Learn how to use the portal with our guides and video tutorials.
Video Tutorials
Short videos showing you how to complete common tasks.
How to Approve a Document
Coming SoonLearn how to review and approve documents sent by your accountant.
2:30
Video coming soon
Signing Documents Electronically
Coming SoonStep-by-step guide to adding your electronic signature.
3:15
Video coming soon
Uploading Files to Your Accountant
Coming SoonHow to securely upload bank statements and other documents.
2:00
Video coming soon
Using the Message Centre
Coming SoonCommunicate securely with your accountant through the portal.
1:45
Video coming soon
Quick Guides
Step-by-step written guides for using the portal.
Need More Help?
Contact your accountant directly for assistance.