How to add your previous accountants details 1. Login to your client portal account: 2. Once logged in, click on the top right dropdown arrow next to your profile picture. 3. Once the menu has dropped down, click on “My Profile/Settings” 4. Scroll down the page and enter your previous accountants details (name, email, mobile or telephone number and address) 5. Don’t forget to click the “Save” button, once you’re finished.