Bean Blog

Giles & Liew Client Portal

Giles and Liew Client Portal

November 12, 2019

We are excited to offer a new way for you to send and receive correspondence in a secure manner without the need to print any paper.  The new initiative is the Giles & Liew Secure Client Portal and will help us collaborate with you throughout the financial year.

 

To help further understand how this will work for you – please click on the link to see a brief video on the features of The Portal.  This is a FREE service for our clients and is entirely secure between yourselves and the practice.

Video on How the Portal works for You

 

Documents are more secure on the portal because it requires a login and the information is encrypted when shared through the portal.  It can also be accessed from anywhere that you have online access.

 

How to use your Client Portal:

  1. Once you have been setup with a secure client portal, you will receive an email invitation.  Follow the links in the email to setup your login, if you are already using MYOB software you can just use the same login for the portal.  However, you do not have to use MYOB software to be able to use the portal.
  2. When our team send through tasks and documents to you using the secure portal you will receive email notification with a link, upon clicking the link you will need to login.  This can be done anywhere anytime.
  3. In the Portal you can easily reply to our team with a message or attach any requested documentation.  This can include taking photos on your phone.

To access the Giles & Liew Client Portal click here.  For more information on what you can do with your Client Portal and how to use it click here.

Please let us know if you would also like a copy of your financials and tax returns to be sent to the portal for your reference.  Any documents sent to you are stored permanently in your portal so you can easily refer back to information from previous periods.  You can also use the portal to send through documents we require for end of financial year.

If you would like to have a secure online Client Portal setup please let us know and we can action this for you.  We look forward to hearing your feedback on how helpful you have found using the Client Portal.  We will continue to implement features through the portal in the coming months including document approvals which will allow you to sign documents electronically.

About Lorren Kilgour

Lorren KilgourWith over 15 years of experience in the accounting software industry and a background in business process improvement and change management, Lorren is an expert in helping businesses to streamline their processes and consolidate their systems.  She helps business owners to adapt quickly to advancements in technology, identifying the technology they need to adopt to create efficiencies and stay competitive and helps to implement such successfully into their businesses.

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