Your point of contact
Alex Morgan
Your first call for day-to-day questions.
alex@example.com · Direct phone details
AQFP Connect is our client portal — your reporting, documents, proposals and approvals, kept where you can always find them, rather than reaching you piecemeal by email.
Part of the service we already provide to you. No separate product, no additional charge.
Choose a part of the portal below to see how it works. These are illustrations, not your figures — your own portal shows your own information.
Choose a tab to explore your files, proposals and approvals.
Records received. Preparation under way.
Your next scheduled payroll run.
Reconciled and ready for reporting.
Reconciliations and regular ledger maintenance.
Monthly payroll processing and payslips.
Illustrative work, dates and fees. Your own engagement sets the detail.
The measures most likely to affect your business, in plain terms.
What the new thresholds mean and who needs to act.
The dates to know and what we will handle for you.
Your first call for day-to-day questions.
Oversight of your engagement and the bigger picture.
Bookkeeping and reporting support.
Illustrative profiles. Your portal shows the people looking after you and how to reach them.
Not every section applies to every client — your portal shows the parts that are relevant to the services we provide you, and grows as your engagement does.
Management accounts, annual accounts and project reporting, prepared for you by the firm.
Profit & loss, balance sheet and trial balance, straight from the ledger we maintain for you.
Download your documents, review proposals and confirm approvals, with a record of every decision.
See jobs and due dates alongside the services we provide, their agreed fees and the history of fee changes.
Changes in tax, legislation and practice that affect your business, explained in plain terms.
Meet your engagement principal, your point of contact and the wider team, with their roles and contact details.
Messages and anything waiting on you remain easy to find from your home page.
To be explicit about what the portal is not:
We do not use the information in the portal to market or advertise anything to you.
We do not sell, rent or share your information with anyone else for their own purposes.
Where we propose additional work, that is done openly through a proposal you can decline.
Using the portal is optional — if you prefer email and post, nothing changes.
There is nothing you need to do. When your company is ready, your invitation will come directly from us.
You receive an invitation from us to your own email address. Access is personal to each named user in your company.
Your own password and two-step verification, so your information stays yours. We will walk you through it the first time.
Sections appear as they become relevant — as we share documents, publish reporting or put a proposal to you.