Duncan & Toplis
Online client account

Providing 24/7 access to your records with the ability to view, share, and approve documents from your desktop, smartphone, or tablet.

Log in here:

 

If you have not yet set up your account access but would like to, please contact
your usual Duncan & Toplis adviser.

Duncan & Toplis Tax Enquiry Protection Services for clients
Duncan & Toplis Tax Enquiry Protection Services for clients

Help with your client account

We’ve been working hard to create a better way for our clients to connect with their account managers as well as offering the ability
to easily share and access information about their account.

In order to help you with your online client account, we have put together some guides outlining how to activate your account, log in, change your user details, upload and approve documents, as well as general information, such as what to do if you have forgotten your password.

You can find out more about the benefits of this new communication platform, our reasons for developing the system and how it works in
our article here.