Secure Client Login

Please enter your details below to login to our secure client area.
If you would like to register for access, click here.

Find out more about Secure Areas

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CLIENT PORTAL user guide

introduction

The secure area within our website allows you to send and receive confidential information including:

  • View tax returns, financial statements, and any other document we may upload for you. 
  • Send confidential documents and files securely.

SECURITY

SSL 128-BIT ENCRYPTION
Secure Client Manager uses a 128-bit SSL secure certificate to make sure data cannot be intercepted by an external party while you are accessing the secure area.

INDUSTRY STANDARD
We use industry standard practices to transmit data between our servers and your internet browser.
These are the same methods used by major banks for online banking.

SERVER SECURITY
All secure area files are stored in a unique folder for each client. A client cannot access files that belong to another client.

All servers are stored in a secure data centre.

GETTING STARTED

LOG INTO SECURE AREA

When we create your secure area, you will receive an email with your login details.

To log into your secure area, click the link in the email or:
  1. Open our website by visiting www.pertathomsonpartners.com.au 
  2. Go to the client login section and enter your login details.
  3. Click Login.


To log out of the secure area, click Logout on the menu.

Note - If you forget your password, you can click Forgot Password in the client login area of our website and a temporary password will be emailed to you. When you log in, you will be required to reset your password.

CHANGE YOUR LOGIN DETAILS

You can change your name, email and password once you have logged into your secure area. To do this click User Details on the top menu, then enter your new username and password.



UPDATE THE SECURE AREA DETAILS

You can change the personal details of your secure area. Click Update Details on the top menu and enter your new details.

MANAGING FILES

ACCESS UPLOADED FILES

You can access files that have been uploaded to your secure area. Log into your client area and click My Documents on the menu. Any new documents will be highlighted as new and you can also search for files if required.

To download a file, click the required file to download it to your local machine.



UPLOAD FILES

You can send documents back to your accountant. Compared to email, this is a safer way to send large and confidential files. The maximum combined upload size is 200MB. (Note. your Internet connection speed will also affect your upload)

Please ensure all folders sent are zipped prior to attaching. To zip folder, right click on the folder you wish to send and select 'Send To' > Compressed 'zipped' Folder.
  1. Log into the secure area of our website: www.pertathomsonapartners.com.au 
  2. Click Upload Files on the top menu.
  3. Click the arrow beside the Choose destination folder, then select the folder Client Uploads
  4. Click Upload Files.
  5. Select the required files.
  6. Click OK.

The file will be uploaded to your secure area. As the file uploads, a Status Bar will appear. Ensure you DO NOT move from this webpage until this box disappears.

On completion of upload, the words 'Uploaded Files' in green colour font will appear, listing the files which have been successfully uploaded to the Client Portal.

our service offering

Our service offering is based on three key areas that will lead to growth and success in your business and your personal life. It seems simplistic, but we have seen it work many times over.

find out more

tools & resources

Click the links below to view our handy online tools and resources.


Calculators

Key Dates

Tax Facts

Useful Links
  • "Perta Thomson Partners are everything they say they are. They stick to the basics and break it down to achievable steps and have worked with us to grow our business to where we are today."

    - Paula Latina & Melissa Crisafulli - D'Vine Ideas - Cobram
  • "We are happy to say we did not understand the value in setting goals or looking forward. When we approached the team at Perta Thomson Partners to assist with business succession, we soon realised how important planning and goals are to success!"

    - Pat Diretto - Diretto Family Orchards - Cobram
  • "I have been with Perta Thomson Partners for a number of years, through the course of several businesses and investment interests which continue until today."

    - Bill Dowling - Aquafil Fresh & Complete Display Equipment
  • "In 2005 our business was growing and we decided that a professional approach was needed for the accounting side of our business. We needed a corporate structure to incorporate the family partnership (farming) with other separate business entities."

    - David Vaughan - FertGrain
  • "Working with Perta Thomson Partners has been a game-changer for me, my family and my business."

    - Steve White - Yarrawonga Heating & Cooling

View All Testimonials

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