Client Information

Everything you need to know about working with Palfreyman Chartered Accountants.

Palfreyman Chartered Accountants Portal

At Palfreyman Chartered Accountants we offer our clients a secure web-based Client Portal system where we can upload your completed tax return for your review. This system is personalised for each individual where only you are able to view and authorise documents sent. Once you have reviewed documents, you are able to digitally sign the document. As there is no physical printing, signing or scanning needed, most clients find this option to be more convenient that coming in for a meeting.

If you think the Portal may suit you better than your pre-existing tax arrangement, why not get in touch with us so that we can get you started on this system?

Individual Tax Return Checklist

Are you wondering what documents we need to complete your tax return? We recommend using our interactive checklist so that no documents are missed and we can complete your tax return as soon as possible.

Income Tax Return Checklist

Need an Appointment?

You can now request an appointment online. Visit our contact us page to complete this form.

Information Brochures

Are you having troubles understanding common tax issues or need a little bit more information? Why not check out our brochures to see if they can help you: