Client Portal

We are increasingly appreciating the efficiency and flexibility of being able to communicate securely online with clients. Even before COVID-19, great advances had been made in the move towards paperless systems and this is set to continue as individuals and businesses operate from multiple locations and look for secure methods for storing and sharing confidential information.

We have worked with our specialist software provider to create a client portal by which our team and clients can receive, send and share confidential information. We can also use the facility so that clients can approve accounts, tax returns and other documents via the portal rather than in paper form.

We acknowledge that this will not be for everyone and rest assured, if you wish us to continue to send you paper copies to approve and sign, that is how we will operate.

However, if you believe that having access to the Whittles portal might be for you, please contact Rachel Skells, Michael Greene or your usual Whittles contact, and we will arrange for you to receive details of the activation process.

If you are already subscribed to this service, you can log in to your unique portal space here or via the drop down menu accessed from “Client Portal” on the home page menu bar.