Client Portal Launched

We’ve recently launched our new and upgraded client portal, powered by Engager App, giving our clients a simpler and more secure way to work with us online. The portal provides easy, secure access to: view and sign documents and agreements Complete information forms online Upload requested documents safely Approve documents …

Best Practice – Invoices

I have been asked ‘what should invoices look like and what should be in them’ quite a few times over the years. Invoices must by law contain certain information, I have supplied a link to the HMRC guidance page on this matter, for reference.  HMRC Guidance – Invoicing and taking payments I would …