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Accounts Geek

Client Portal Support

How to add a payment method ​

Add or change your payment method or payment information

How to add or change your personal details

Add or change your personal information such as your name or national insurance number.

How to upload your ID​

To comply with our company policy, learn how to upload your ID.

How to add your previous accountants details

If you have a previous accountant, learn how to add their details such as name and email.

How to upload documents and files

Learn how to upload documents and files that we may have requested.

Invoices

View, download, or make payments towards invoices that are assigned to you.