Client Portal Brings Improvements

Digital document signing, document sharing and more… We are introducing new features that will speed up document signing and collaboration.

We are excited to announce the soft launch of our brand-new Client Portal. It is designed to streamline and simplify the way you manage your tax and accounting documents. At Whyte Group we’re always looking to provide you with the best tools and services, once they have been proven to make a positive improvement. The client portal comes with features that people have been requesting, making it more efficient and secure than ever before.

Here’s what you can expect from our Client Portal:

  1. Secure Document Sharing:

Our new client portal offers you a secure and encrypted environment where you can effortlessly share files with us. No more worrying about the security of email attachments or hassle of physical paperwork.

  1. Digital Signing:

We’ve listened to your feedback and now offer an integrated digital signing feature. Say goodbye to printing, scanning, and mailing documents back and forth. With just a few clicks, you can sign and submit your documents, making the process faster and more environmentally friendly.

  1. 24/7 Access:

Your financial information is now more accessible. Our portal provides 24/7 access from anywhere you have internet access. Your information is available when you need it.

When can you expect to be on the client portal?

The client portal will be rolled out slowly over time, starting in January 2024. We want everyone to be comfortable with the new features so they can understand it, and make use of it for themselves.

We believe that with these new features, managing your tax and accounting documents will be more convenient, secure, and efficient than ever before.

If you have any questions, please reach out to our team.