Client Dashboard
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Client Guide — APD Accountancy Services
Client Dashboard

APD Accountancy Services

Your secure client area — forms, guides and document upload

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Welcome to your client dashboard

Complete your forms, read your guides, and upload documents securely to Andrew. Need help? Call 07745 792 663 or email [email protected].

Your Forms

Complete the relevant form below. Your answers are sent securely to Andrew once submitted.

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New Client Information
Complete once when you join. Covers your income sources, allowances, ID documents, and everything Andrew needs to get started.
Complete First ★→
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Year End Information
Submit your annual income, expenses, and financial information for your tax return.
Self Assessment→
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Capital Gains Tax
Report a property or asset disposal. Provide sale details, costs, and improvement expenditure.
CGT Return→
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Construction WIP
Submit your work-in-progress schedule for construction contracts.
Bookkeeping→
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VAT Quarter Submission
Submit your quarterly VAT figures and records to Andrew for filing.
VAT RETURNS→

Client Guides & Explainers

Plain English guides to help you understand your tax position. Click any guide to read it.

Upload Documents

Send supporting documents and records directly to Andrew via secure file upload.

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Secure File Upload
Upload bank statements, receipts, invoices, P60s, contracts, or any documents Andrew has asked for. Files go directly into your secure client folder.
📎 Upload Documents
Secure upload via Box. Accepted: PDF, JPG, PNG, Excel, Word, CSV.
Files visible only to APD Accountancy Services.
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Your files are secure

Documents are stored in an encrypted, access-controlled folder visible only to Andrew.

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What to upload

Bank statements, payslips, P60/P45, invoices and receipts, rental income records, or anything else Andrew has requested.

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Need help?

Call 07745 792 663 or email [email protected] if you’re unsure what to submit.