Sending documents
Choose Documents and upload PDFs or photos. On a phone you can photograph paper documents directly. Please don't send tax documents by ordinary email.
CLIENT PORTAL SUPPORT
Client portal help and support
Help with signing in and using the BRITVEX Client Portal, and how to reach the right team.
Contact the right team
Existing clients and portal support
Questions about your work, documents, deadlines, invoices or your portal account.
The quickest way is to sign in and use Help to send us a message: it goes straight to your accountant.
General and new enquiries
Not a client yet, or a general question about Britvex.
Monday to Friday, 9am to 5:30pm. We reply to messages within one working day.
Help signing in
I've forgotten my password
Go to Forgotten your password?, enter the email address you use for the portal and we'll send you a secure link. The link works once and expires after a short time, so use the newest email if you asked more than once.
I never received my invitation or confirmation email
Check your junk or spam folder for an email from Britvex. If it isn't there, use Forgotten your password? with the same email address to get a fresh link, or email cs@britvex.co.uk.
I've lost or changed the phone I use for two-step verification
On the code screen, choose to use a backup code: one of the codes you saved when you set up two-step verification. If you don't have them, call +44 20 3758 7500. We'll confirm who you are before we reset it, to keep your account safe.
My account is locked
After 5 wrong passwords the account pauses for 15 minutes to protect it. Wait 15 minutes and try again, or reset your password.
Using the portal
Signing and approving
When something needs your approval or signature it appears under Needs you on your home page, and we email you a link.
Invoices and paying
Open Billing to see and download invoices. Our bank details and the payment reference are shown on each invoice inside the portal.
Staying safe
Britvex will never ask for your portal password or one-time codes by email, text or phone, and will never change our bank details by email. If you receive a message like that, or anything looks unusual, call us on +44 20 3758 7500 before you act on it.
Not happy with our service? See our complaints procedure. How we use your information is in our privacy notice.
About Britvex
BRITVEX ADVISORY LTD, registered in England and Wales, company no. 16133503.
Based in Manchester, United Kingdom.
Companies House Authorised Corporate Service Provider (ACSP). Supervised by HMRC for anti-money laundering, reg. XNML00000219568. ICO registration ZA013667080.