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We are very pleased to announce that we have a fantastic new way of delivering correspondence to you – introducing the Bentleys Sunshine Coast secure client portal.

Think of it as your own personal filing system. You can use it to upload documents and files to us, we can use it to send documents to you and you can access any of the documents at any time. 

Not only will it reduce the time it takes to send and receive documents, it will also save trees.

But even more exciting is that it has functionality that allows you to digitally sign documents on any device – no more having to sign and scan or post back to us. Your tax returns and BAS’ can be approved simply by a click of a button!

So how does it work?

We create a portal log-on for your family group (or we can set up individual ones if you prefer). Each person who will be required to sign documents needs to have a unique email address (i.e. husband and wife each need separate email addresses). Once we set up your portal, you will each receive an email from us explaining how to set a password – and then you are good to go. Each time we upload correspondence to the portal you will be notified via email. Click on the link in the email and you will be redirected to your portal – log in and follow the prompts. Any documents that require signing will be flagged in the tasks tab and you simply click on the Reject or Approve buttons once you have read the document. It’s as simple as that.

We’ve been trialing this with some of our clients over the last couple of months and so far all the feedback has been positive. Everyone is loving the convenience of being able to use the digital signing function – and having electronic copies of documents available on demand is another plus.

We will be using this as our preferred method of sending correspondence from 1 July. However, if you would prefer to still receive paper correspondence, please let us know.

General Advice

The information provided by Bentleys (Sunshine Coast) Pty Ltd does not constitute financial product advice and is for general information only. It is written without taking into account any individuals personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk. Please contact your Accountant to discuss your personal situation before relying on this information.