Moore Stephens Portal 

Moore Stephens seeks to utilise technology to meet client needs, as part of our continued drive to achieve this we have launched our Client Services Portal. Providing a secure environment for collaboration and communication between client and their relationship manager and service team provides the power to:
 
  • Upload documents including large files to your dedicated area
  • Provide customised checklists and readily identify outstanding items
  • Update financial information
  • Create and download financial reports
  • Provide a secure central repository of key documents we hold for you
  • Message your relationship manager or client services team
If you don’t have time to update, send or review your documents during the day - no problem, just log into the portal and update your information, review submissions, submit your approvals and send us a message at your convenience.

The screenshots below show just how much you can do and how easy it is to use.
 

Personalised checklists



Checklists are tailored for your needs, with functionality to attach documents, comments and identify outstanding items.
 

Document Collaboration



Upload to and download files from the portal using Document Collaboration. Providing a clear record of when a document has been uploaded with no need to search through emails for attachments.
 

Financial Statements preparation

WA local government clients are able to upload their trial balance to create annual or monthly financial reports and download the reports as Excel files.
 
For more information about our portal, please contact us by clicking here.