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Client Access

Corresponding with your accountant and financial planner can often involve the exchange of sensitive and personal information.  With modern communication methods such as email, the risk of interception and unwanted access to your personal data has never been higher.

At Cooper Reeves we are committed to providing best practice security options for transferring and maintaining your data.  This is why some documents will no longer be sent via email, but will be made available for you to access on an online portal.

The benefits of the portal tool to you:

  • Secure two-way channel to share documents, data and reports
  • First-class encryption to ensure no intercepting or undesired viewing of your personal information
  • A records bank for you to refer back to previously sent documents or reports
  • Larger data transfer capacity

We look forward to sharing information with you in a secure and user friendly environment!

Video Instructions Client Portal

Xero Accounting Software
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