OpenSpace Client Portal

By 12th May 2020 Blog No Comments

Drummond Laurie Chartered AccountantsOpenSpace is a cloud based system and provides safe, simple and secure data transfer between us as accountants, and our clients.  Not only will this fit in well within our current climate where many of us are now working remotely, it will also further enhance our obligations under the GDPR legislation.

Over the coming weeks, wherever we can, any documents we are required to share with you, whether sensitive information, or paperwork for signing, we will look to do this through this online portal.

We’ve trialled this with a number of clients now, and the feedback on the whole has been very positive, particularly when signing and approving accounts and tax returns.  No more trips to the post box to send paperwork back to us, or remembering which password we have put on a document!

The important point to note is that you are in control of your own account!

The first time we want to communicate with you via OpenSpace, we will send you an email asking you to activate your IRIS account.  Once you receive this email, click on the link to create your own password and the set-up is then complete. Any questions please get in touch with your usual Drummond Laurie contact.

 

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