Manage your account


How do I reset my password?
Setting/Editing your preferences
Editing your account details
Updating/Downgrading your account subscription

View More…


myprofile_icon2

Using myprofile


myteam: adding team members (no guest access)
myteam: adding team members (guest access)
mytax: creating a tax year (financial year)
mytax: adding your accountant
mydocs: viewing, adding and deleting documents

View More…


myprotectionicon

Using myprotection


Adding your will
Adding your insurance
Uploading agreements
Uploading claims

View More…