In keeping with our philosophy of making it easier for our clients to manage their businesses and affairs, we have developed a special secure password protected Client Area within our site which provides clients with immediate access to documents, files and other information. Specifically in the Client Area you can find:
In this section we keep an electronic copy of all files Crossfort Partners has forwarded to clients. All documents are categorized and dated for quick access and can be downloaded by the client at any time. Documents archived in Client Files include:
- Bank Statements
- VAT forms
- PL Statements
- proposals and briefings
All Special Reports are forwarded to clients, by e-mail, on the date they are issued. A full record of these periodic reports (including Energy Reports and Tax Reports) may be found on the Special Reports section of the Client Area.
In this section we provide a detailed view of client jobs and assignments that are currently in progress along with estimated or agreed costs and a reminder of any payments outstanding on the account for previous work assignments.
Tools and Calculators
In this area we have links to useful tools and calculators which may be of particular interest to customers. Also included are forms and action checklists.