Section 1: Your Account

The ‘Your Account’ section provides personal information about your details, including items which are required for HMRC’s systems.

Your Details

This module allows you to provide updated information to MalgraBooks, such as a change of address, contact details (mobiles / emails) and any other changes to you as a person (For example, a change in relationship status). This information is reported to HMRC on your Tax Return, and to ensure our guidance is tailored to your personal details.

Client Information

To run your accounts effectively, our team require personal details about you (such as Nationality, Marital Status, Date of Birth). This information should be provided as soon as possible, to ensure that any guidance provided is tailored to your personal details.

Service Upgrades

This module is only available on Advanced and Essentials Packages and provides options for upgrading to other services which we provide. If you wish to downgrade, please contact our team.

Personal Identification

To comply with anti-money laundering regulations, we’re required by law to verify your identity. To complete this, we require you to provide two forms of identification, one which includes Photo ID. Details of acceptable documentation is provided on this module, and can be uploaded securely.

MalgraBooks uses Experian Identify for purposes of identifying clients. This check does not appear publicly, and will not appear on credit reports.

Engagement Letter

You can download a copy of your Engagement Letter here, which details what MalgraBooks does, and how we work with your business to complete your accounts.

Payment Information

You can download details of your invoice, or view your payment details here.
If you’ve paid in advance, you’ll be able to download a receipt for your service.
If you’re paying by Direct Debit, details of the instruction, dates of payments and direct debit references are available.

 

Section 2: Your Business

The ‘Your Business’ section of our Client Portal provides an overview of your business – including any reports and templates which you may need to download.

This page provides an overview of all modules available. Where an asterix * is adjacent to an item, it may only be available on certain services.

Secure File Storage*

You can access all files and documents which you’ve submitted to MalgraBooks here. Our system will connect you to your personal documents which are held on a secure server.

NOTE: Please do not share this link with others, this provides direct access to your account

Template Downloads

You can download our simple spreadsheets to provide MalgraBooks with details of your expenses and sales. These are available here, with further details of how to complete

Upload Documents

Our online uploading tool allows you to submit details to MalgraBooks, such as completed spreadsheets and PFS Documents.

Team Developers*

If you have this module, you can provide details of your Team Developer (TD) business arrangements

Your Reports*

You can download and view your latest (and historical) reports online here