The Lister Mason client portal is up and running, albeit with a few teething problems. We’d like to thank those clients who have accepted the new portal as a means of delivering and storing your completed tax returns, notices of assessment and financial statements. Remember: The portal is a secure 24/7 means of storing and transferring documents. For those who don’t have an email address or access to a computer, you will of course continue to receive your paper copies. Some clients have also already used the portal as a means of delivering documents and computer files back to us so congratulations to them.
Chris is Lister Mason’s Office Manager and she has over 25 years experience working in accounting firms.