CWTHE CW PARTNERSHIPChartered Management Accountants

Client portal

Your documents, deadlines and software in one place.

Everything you need to send us information securely and reach the systems that hold your numbers. If you are not yet a client, we will set your access up as part of onboarding.

Secure file upload

Send records, statements and signed documents through an encrypted client workspace rather than email. Each client has an individual, password-protected area with access limited to your engagement team.

Upload access is issued individually. Contact us and we will email your secure link — please do not send sensitive documents or identity records as email attachments.

Request upload access

Year-end checklist submission

Work through the list below before your year end, then confirm submission with your engagement team. A complete pack means faster accounts and earlier certainty on your tax position.

  • Bank statements covering the full accounting period, including any accounts closed in the year
  • Sales invoices raised and a list of amounts still owed to you at the year end
  • Purchase invoices, expense receipts and details of amounts you still owe
  • Loan, finance and hire purchase agreements, with balances at the year end
  • Stock or work in progress valuation at the year-end date
  • Details of dividends declared, director loan movements and payroll reports
  • Confirmation of any new assets purchased or assets sold during the year
Submit your year-end pack

Software gateways

Direct access to the systems we run your finances on.

Xero

Your live bookkeeping, bank feeds, invoicing and VAT returns.

Sign in to Xero

Dext

Submit receipts, purchase invoices and expenses straight from your phone.

Sign in to Dext

HMRC online services

Your Business Tax Account for VAT, PAYE, corporation tax and Self Assessment.

Go to HMRC

These links open the providers' own websites. Sign in only through pages you have reached yourself, and never share your login details or HMRC credentials with anyone, including us.