Guides for clients using the Fortium portal to view documents, invoices, and more Learn more about Client Portal
16 articles
Getting Started with the Portal
Log in to the Fortium client portal and find your way around every section
Updated 1 October 2026
Your Portal Home Page
See what your accountant needs from you, your company's details and deadlines, and recent activity on your account
Viewing and Sending Documents
Browse and download the documents your accountant has shared with you, and send them documents of your own
Viewing Invoices
Check invoice statuses, review payment history, and download PDF copies
Updated 21 March 2026
Messaging Your Accountant
Send and receive messages to communicate directly with your accountant
Tracking Processes
Track each stage of work your accountant is completing on your behalf
Reviewing Proposals
Review service proposals from your accountant, then accept or decline
Signing Documents
Review documents and provide your digital signature directly in the portal
Completing Questionnaires
Complete the step-by-step client questionnaire to share your details securely
Sending the Records Your Accountant Asked For
Upload the bank statements, receipts and other records your accountant has asked for, or tell them when there is nothing to send
Updated 8 October 2026
Completing Forms
Fill in forms your accountant sends you, save your progress as you go, and make any changes they ask for
Reading News and Updates
Read news and updates your accountant publishes, from deadline reminders to changes that may affect your business
Updating Your Profile
Keep your phone numbers, address and Companies House personal code up to date so your accountant can always reach you
Connecting Xero or QuickBooks
Connect your Xero or QuickBooks Online books so your accountant can prepare your accounts without asking you for reports
Using the Tax Calculators
Estimate company car tax, Capital Gains Tax, take-home pay and dividend tax with the calculators in your portal
Your Company Details and Tax References
Copy your company number and VAT number, view your UTR, and send your accountant a missing or corrected tax reference