Most of our dental clients are using our client portal (Virtual Cabinet), which means when we send you your final accounts, tax returns for approval etc you can log in and sign them in minutes, which not only saves time but saves paper and therefore helps the environment (also it means less handling which is appreciated at this time!).
What some of our clients don’t realise is that you can also send documents to us this way. It’s as easy as sending a document by email, but much more secure.
You can log into your VC portal at any time, you don’t need to wait for a link from us, we’ve dedicated a page to it on our website so you don’t need to remember the web address, just log on to our website and search for “client portal” – easy link here. Then just click on the link and use your usual login and password to log in.
Once you’re logged in you can compose and attach documents just like you would a normal email, a great way of sending us your accounting or personal tax information with the knowledge it’s completely secure. Don’t worry if the person in the drop down box isn’t who you’d usually send it to – we all have access and will ensure your information is passed on accordingly.
If you need any help with this please contact Debs Hirst who will be happy to help.
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