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Tax Enquiry
Protection Service

For when you need
protection from a HMRC
tax investigation

Click here for more information

Online client account

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

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

Help with your client 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.

These can be found under the ‘Guides’ section on the right-hand side of this page.

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.