A Safer, Simpler Way to Share Your Financial Information with Ledgers

Bank statements. Tax returns. Accounts. National Insurance numbers. Payroll information.

The information you share with your accountant can contain some of your most sensitive personal and financial details. So sending those documents shouldn't simply be a case of attaching them to an email and hoping they reach the right place.

That's one of the reasons we've introduced the Ledgers Client Portal.

Available directly from the main menu on our website, the portal gives Ledgers clients a secure online space where they can share documents with us, access information and keep important financial records together.

Less reliance on email

Email is incredibly useful, and we're certainly not going to stop using it.

But there is a difference between using email to have a conversation and using it to exchange sensitive financial documents.

An email can be sent to the wrong person. An email account can be compromised. Attachments can remain sitting in inboxes and downloaded folders long after they were originally needed.

That's why, wherever possible, we want sensitive documents to be exchanged through our secure client portal instead.

Rather than attaching your records to an email, you can log in to your Ledgers account and upload them directly.

Your documents in one place

There's another advantage that has nothing to do with cyber security: finding things.

We've probably all searched through an inbox trying to find an attachment somebody sent six months ago.

The client portal gives you a central place for the documents and information connected with your account.

Depending on the services we provide for you, you can use the portal to:

• securely upload documents to Ledgers;

• access documents that we've made available to you;

• review and electronically sign documents;

• see important information about your account;

• check tax liabilities and relevant deadlines; and

• access useful information without having to email us and wait for a response.

And because it's online, you can access it when it suits you.

More transparency

We also want the portal to make working with Ledgers more transparent.

Traditionally, a lot of the relationship between an accountant and a client disappears into an email inbox.

You send something. We reply. A document gets attached. Another version comes back. Six months later, somebody needs it again.

A client portal creates a much clearer central record.

It also means that when we make something available to you, it doesn't become buried beneath dozens of unrelated emails. You know where to look.

Security shouldn't make life more difficult

There's sometimes a trade-off with online security. The more secure something becomes, the more awkward it can become to use.

We don't think it should be that way.

The Ledgers Client Portal is designed to give you a straightforward way of exchanging important information with us while providing additional protection for the financial and personal information we're trusted to handle.

You don't need another piece of software. You don't need to remember where you saved an attachment. And you don't have to wait until the office is open to find a document that's already available to you.

Simply visit the Ledgers website, choose Client Portal from the main menu and sign in.

A small change that should make working with us easier

Moving more of our document exchange into the client portal is part of a wider aim at Ledgers: using technology where it genuinely makes things simpler for our clients.

We'll still be at the end of the phone. We'll still answer emails. And you'll still deal with real people when you need advice.

The portal simply gives us a better way to handle the information that shouldn't really be travelling backwards and forwards as ordinary email attachments.

Already a Ledgers client?

You can access your secure Client Portal directly from the main menu at ledgers.co.uk.

And if you're not sure how to use it, just ask us. We'll be happy to show you around.