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Accumen News

Accumen Secure Client Portal Guide

Welcome to the Accumen Secure Client Portal and Document Management System

Streamlining your document management with Accumen Accountants and Business Advisors.

About the Accumen Client Portal

The Accumen Client Portal is a secure, cloud-based document management system designed to simplify the way you collaborate with us and manage your important financial records. Through your client portal, you can securely access, upload, and share files anytime, anywhere.

How to Log In

  1. Check your email for an invitation to the Accumen Client Portal. Click the link provided to set up your account.
  2. You will be directed to the Microsoft 365 login screen. Watch the video if you need help with the login.
  3. Once you login, you will be directed to your portal homepage. You’ll see a document section on your home screen, and this will present you with documents we have recently shared with you.
  4. All entities shared with you will appear here so you can easily locate the documents your are looking for.

How to Upload a Document to the Accumen Client Portal

  1. You can also share documents with us quickly and securely. To upload files for us, simply open the relevant entity folder and locate and open the Upload folder.
  2. Locate the documents on your computer that you wish to share and drag and drop them into your upload folder. your files will be synchronized with our system every 15 minutes
  3. On successful upload your files will be removed from the upload folder and we will be automatically notified.

Learn More:

Discover more about our client portal features and how it benefits your workflow:

More Information

For assistance, contact your advisor at Accumen Accountants or email us at admin@accumen.com.

| Accounting |

| Tax Planning & Compliance | Management Reporting | Business Structures | Cloud Accounting |

| Advisory | 

| Strategic & Business Planning | Budgeting & Forecasting | Business Structures |

| Personal Wealth |

| Define the Big Picture | Property investments & gearing | Superannuation & SMSFs | Estate Planning |

More Useful Information

Streamlining your accounting? Xero can help.

Xero

When it comes to streamlining your accounting, have you had a look at Xero? We’re big fans and are delighted with the benefits clients are experiencing. Being able to invoice, create expense claims and view reports on the go, while collaborating with us and other team members saves them a stack of time. The business insights it offers into areas for possible improvement are also proving invaluable.
Other technological advancements in the business world are even seeing finance giants starting to use powerful intelligence like OCR (optical character recognition) combined with AI (artificial intelligence) to automatically read receipts and process other data. Imagine the 1000’s of hours this could save (as it’s proven for them) freeing up time for growth activities like business strategy…
Let us know if you are curious about or would like assistance implementing Xero in your business.

Superannuation funds: industry, retail, SMSF’s…

The age-old debate between industry vs retail super funds continues… 

And you may have heard some interesting headlines stemming from the Productivity Commission’s draft report into superannuation, which included comparisons between these types of funds…

While some of the big industry providers may boast high returns there are many others that are close to being closed down based on their under performance for members.

The right retail super fund can offer many advantages, such as greater investment choice and better insurance options for improved outcomes overall.

Financial advisors like us can guide you on which fund is best for you, including whether a self-managed super fund is more in line with your goals and lifestyle. (1 in 15 Australians now have a self-managed super fund and the uptake is rising daily.)

Feel free to call if you have any questions or would like assistance with managing your superannuation. We pride ourselves on our superannuation expertise, continually undertaking further development in this field, including being one of just a few licensees able to advise on SMSF’s throughout the central west.

Going above and beyond to ensure heard earned contributions are maximising retirement income is standard practice here.