To provide you with the service you’ve chosen, we need to hold certain information in regards to your account. This can be simple things such as names, email addresses and contact details – but also could include items such as HMRC references and accounting information, to ensure we can run your account efficiently for you.
Viewing your record
You can view your Client Record from your main dashboard, by selecting ‘Your Account’ on the main menu. The details we hold for you will then be displayed through various ‘tabs’ to split your information into relevant groupings.
In the example above, you can see personal details such as Gender, Nationality and Martial Status – which are required as part of a tax return document.
If you wish to update any information we hold for you (such as missing data or changes to current data – i.e. marital status), select the ‘update your record option’.
Updating your record
From the update screen, you can choose the relevant information which you can change online through your account.
Note: Some items may require additional verification (e.g. if your name changes due to marital status change), and we’ll contact you if we require any further documentation to support a change to your account.
Simply use the relevant form to update your information, and once completed, any changes will be reflected in your account.
