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Accounts Geek

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.