Our Client Portal – your security questions answered

What is a Client Portal?

A client portal is a secure encrypted area on the internet (sometimes referred to as being “in the Cloud”) where you can work with us more closely and efficiently. It includes an area for you to upload files to us, and for us to send you files and documents. Unlike many other similar facilities, however, there is personalised messaging built in too, enabling us to communicate about those documents and files in context.

Where there are documents needing your approval, we can use the Client Portal to upload the documents for you to review, wherever you are in the world, and to approve those documents electronically, cutting postage costs for both of us and improving efficiency and turnaround times.


How can I be sure my data is safe?

Your data will be encrypted using the 256-bit Advanced Encryption Standard which is the highest available military grade encryption. Asymmetric key encryption will be undertaken using two separate encryption keys held in separate locations to maximise security.

Over this is then laid the independent Secure Sockets Layer (“SSL”) certification provided by Symantec which you will be familiar with from interaction with internet banking and other secure websites. SSL certification will also provide you with visible reassurance by way of the closed padlock and https web site address reassuring you that the website is secure and trusted.


What about secure login?

When we first enable your client portal, you will receive an email from notifications@clientspace.co.uk inviting you to activate your client portal. Please do not respond to the email as it is not monitored. Instead, please click the activation link within the email, and this will take you to an activation page for your portal.

We will provide you with an activation ID code for you to enter as authentication, after which you will be able to set your own password. While we have set the minimum security requirements in terms of length and complexity of passwords, you can make yours as complex as you deem appropriate. No record of your password will be held by us.

If you forget your password you will be able to request that it is reset – the activation ID mentioned above will be needed again in such a case. As with all passwords, do not tell anyone or write it down, to protect the security of your portal.

Like your on-line banking, you can access the portal from any web browser – just make sure you save the web address for the portal in your internet browser’s favourites:


There is also a button to access the portal on our home page :



Thank you

We are sure you will appreciate the convenience and security of the Client Portal. Please do not hesitate to contact us if you have any further questions.


Nigel Lomax from TaxAssist Accountants shares a useful client guide that explains the timing of income tax payments

Here in Shrewsbury, my team and I are often asked about income tax payments are calculated and, particularly, payments on account.

The link below will take you to our guide on this subject.

Client guide to timing of self-assessment tax payments

I hope you find this useful. Please feel free to share it with your friends (if they are interested in tax !)

Latest information on HMRC enquiries

TaxWise, who provide us with our fee protection insurance, have shared with me their latest statistics on HMRC enquiries. It makes dramatic reading. In the last 5 years, HMRC enquiries have increased 5 fold. You can see the information by clicking on the link below:

Claims by Month to TaxWise (July 2014)

Our clients are protected by the TaxWise scheme, which means that we will not charge our clients for time spent on HMRC enquiries (subject to some conditions).

If you are not a client, I strongly recommend that you consider getting some protection.

The Shrewsbury Accountants, TaxAssist in Sundorne, has some more information about the pensions and saving changes in the Budget

We are pleased to give some more information about the radical changes to pensions and ISAs  announced on Wednesday.

You can download the file from  here

Please remember that we are able to support you with an auto-enrollment pension solution. If you would like to know more, please contact us.

The Shrewsbury Accountants – TaxAssist in Sundorne have published their budget newsletter

We have summarised the key issues of yesterday’s budget in our newsletter which can be accessed from this link

If you are on our newletter mailing list, you will have already received this.  If not, you can subscribe to our mailing list and view past articles from this webpage version of the newsletter.

The Shrewsbury Accountant – TaxAssist in Sundorne has summarised yesterday’s Autumn Statement

A summary of the Autumn Statement can be found by clicking on the link below

TaxAssist Accountants – Autumn Statement summary

The Shrewsbury Accountant, TaxAssist in Sundorne, explains when you will need to complete a tax return

I am grateful to Bob Edwards of Landmark Professional Development for producing this clear guide on when you are required to complete a personal tax return.

Please click on the link below to access it:

Filing check list

If you need further guidance, please do not hesitate to contact us