Secure client access
Open your client portal without a password.
Enter the email address approved by Cashbook Finance. We will send a six-digit access code so you can complete the forms and upload the requested documents.
No password to remember
Access is limited to approved client emails
Access remains active while your email is approved
Access the portal
Use the email address your Cashbook Finance contact approved.
For privacy, the page always gives the same response whether or not an email is on the approved list. Codes expire after 10 minutes.
Not yet approved? Contact info@cashbookfinance.co.uk or call 020 3239 0699