Client Return Query Portal

As part of preparing your annual accounts and tax returns, there is some information we’d like you to provide. AdvisorCorp team use secure Xero Client Query Portal to request this information.

Here is a short video showing how it works.

Security

AdvisorCorp is committed to the security and privacy of your data.

Clients trust us with highly sensitive information. We take that responsibility seriously and place security at the heart of every decision we make. AdvisorCorp was born in the cloud and we run on the cloud, so it’s no surprise that our infrastructure is even more secure than most traditional advisory firms.

How secure are my documents and data?
All our applications & websites use HTTPS / SSL for securely transmitting encrypted data. And documents are transferred using expiring URLs and ensure that a viewer has a valid viewing key preventing any external, unauthorised transmission.

Do third parties have access to my information?
We will only share data if you explicitly authorise it. We do not give or sell customer data to anybody.

Our infrastructure is hosted and managed within AWS and Google cloud.