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Client Portal

If you are already using the Dodd & Co Client Portal – you can sign in below.

If you need any help with activating your account please follow our portal guide HERE.

We all now live in an age where there are some individuals who make it their business to intercept emails and steal information.  For this reason emailing documents unencrypted is not entirely secure and your confidential information could be at risk.

To help prevent this, we have introduced a client portal that sends your documents to a secure website.  With your own chosen login details and password, you will be able to see any documents we send you anytime and anywhere you want.  All you need is access to the internet (this can be via PC, smartphone or tablet).

This also means that you won’t need to search old emails from us to find documentation or information.  It will all be readily available through the portal for you to download.

Through the portal you’ll also be able to sign documents off via the internet. This means no trips to the post office to send signed documentation back to us. One click through the portal and you will have signed a document, with the signed copy automatically sent back to us.

We want you to be confident that we are compliant with the recent changes to general data protection regulations, and we remain at the forefront of technological advances designed to improve your peace of mind.

If you would like to know more about our client document portal, please contact Julie Campbell or Simon Kirkbride.

<Jun 2020>
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Jun 03

No events today

Cloud accounting provides us with a real time view of our business accounts at anytime and from anywhere. Sales and purchase invoices are easy to input in a user friendly way, and the bank account link allows us to pull across electronic bank account statements automatically. Reporting in cloud is so easy and at a glance the dashboard shows account balances, invoices owed to you and bills needed to pay, straight away highlighting any action required. You can quickly see the profit and loss account, balance sheet and all other reports, and can drill down into individual transactions. Our main server has also moved to the cloud, which has revolutionised the way we manage our business. As a small business with a couple of employees it allows us to spend more time tending to clients and less time managing accounts and systems, allowing us to work at home or on customer sites without having to go back to the office. The savings and benefits are SO DRAMATIC and INSTANT in terms of time required for data input.  Time spent on all of this is now LESS THAN 2 HOURS PER WEEK, and this would be impossible with our old systems and procedures.  Our profitability has increased too as we can now spend more time working on projects rather then admin.  Mike Potts, Ashwood Design

 
-- Mike Potts - Ashwood Design