Our online portal (available via the app/play store or via desktop) is available to all clients and is particularly valuable for those clients who:
 

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

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

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

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

• 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.
   

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