Client Portal

Making your life easier

The Streets Portal can be used to:

SEND US documents, records and paperwork in relation to your financial affairs whether they are to assist with the preparation of your accounts, self assessment tax returns, corporation tax returns or other matters.

RECEIVE FROM us completed forms for your checking, verification, signature or filing

TO APPROVE documents for signature, prior to our submitting to the relevant authorities

Getting Started

To use our portal, you will need to initially contact your Streets engagement partner or usual Streets contact, they will arrange for an activation email to be sent to your usual contact email address and will also advise you of your activation code. The link within the activation email you receive will direct you to the client portal registration page where you will be able to create your unique login password. This password must be a minimum of 6 characters and must include at least 1 uppercase letter, 1 lowercase letter and 1 number.

Don’t worry, if at any time you forget your password you will be able to reset it via the login page.

Up and running

Once you are up and running then you can contact us through the portal using it to send emails and documents as you wish.

We will automatically receive an alert that you have sent an email and we will ensure that it is dealt with by the most appropriate person in our organisation.

In turn we will use the portal to send you such things as information requests, documents and returns etc. An email will automatically be sent to your designated email address advising that we have sent you something and that you will need to visit the client portal.

Security

We value your security and protecting your personal information is of key importance to us. The main focus of developing this facility is that we create a trusted environment where you feel confident exchanging information and communicating with us.

For maximum security, all your messages and data will be encrypted using the highest available military grade encryption and secured using trusted SSL certification.

For more information and/or to register to use the Streets Client Portal please email clientarea@streetsweb.co.uk or call your local Streets office