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