Client Portal Guide

We use our client portal to  ensure that any information or documents that you share with us can be easily managed and kept secure.  You can access the client portal from the button on the top right of our website or from the link in the original email when we sent you instructions on how to set up your client portal.  

Getting Started

The West Lancs Accountants team must invite you to create your account.  If you have not received an invitation email, reach out to us by email or phone and request an invite.

To activate your account:

  1. Open your activation email
  2. Click the Activation link
  3. Create you password and enter it again
  4. Click Sign Up
To sign in:
  1. Go to the portal (top right button @
  2. Enter your email address and password you used to activate your account
  3. Click Log In

Password resets: 

If you forget your password, you can request a reset password by clicking “Forgot Password” below the Login In button.

This will trigger an automated email with a password reset link to finish resetting your password. 

What to do if you did not receive the password reset email?

  • Check your spam or junk folder to see if the email is there
  • Check the spelling of your email address, or try an alternative email address

The Portal

The client portal can be used to upload or download files that we want to share between ourselves.  Upon successful login, the portal looks like this with a navigation menu down the left hand side of the screen:

Contact Us

Here you can find our contact details including our address and phone number.  

You can also click the boxes to:

  1. Visit our website
  2. Send us an email
  3. Book a meeting (virtual or physical)

Client Details

This section includes the contact details we hold for you and your contact preferences.  

You can update these here by clicking on the edit buttons or applying the button toggles to your contact preferences.


The files section includes folders and files relevant to you and your business.  

They are split into categories and can be navigated just like your files on a PC or Mac.  

Below each folder there is an indicator on your permissions for each folder – read only or read & upload.