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.
