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.