At Bishop Fleming we take data security seriously and therefore use Portals to securely share information as part of the delivery of our services. Because of the variety of services we provide we have to make use of multiple different portal, all of which are set out below.
You will be aware that email is open to interception and imitation and our Portals help to remove the possibility that this could happen to you.
This is our Portal for facilitating the secure transfer of files and for providing you with a useful storage location for documents such as Tax Returns or Accounts.
We will add you to this Portal when we need to provide you with documents. You will receive a registration email, this email will contain a link to our registration service provided by Microsoft.
If you haven’t been registered by us and wish to make use of this to send us documents let your usual Bishop Fleming contact know making sure they have your current email address and they will be able to add you.
To make our Signature processes as efficient as possible and to save paper wherever possible we try to make sure of electronic signatures. When we require you to sign a document we will send you a link via email and, where we have your mobile number, text. Once you have completed your signature the completed files will automatically be transferred back to us and a copy uploaded to the Document Portal.
If we provide you with Audit services we will be using CaseWare Cloud to securely ask for, and track, information we require in order to complete you audit.
Registering you for CaseWare Cloud is managed by Bishop Fleming, and you will receive an invitation via email. Once set-up this will be the primary method of file exchange for audit files between us.
If you have any questions please don’t hesitate to speak to your usual Bishop Fleming contact.
Login to our Creditor Portal to keep up to date with news, documents and reports, and manage your information and claim. If you have any questions please don't hesitate to call your usual Bishop Fleming contact.