{"id":114,"date":"2026-04-30T15:03:20","date_gmt":"2026-04-30T15:03:20","guid":{"rendered":"https:\/\/testsite.sarahlloydca.co.uk\/?page_id=114"},"modified":"2026-05-14T09:29:56","modified_gmt":"2026-05-14T09:29:56","slug":"client-portal","status":"publish","type":"page","link":"https:\/\/testsite.sarahlloydca.co.uk\/?page_id=114","title":{"rendered":"Client Portal"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull has-white-color has-text-color has-link-color wp-elements-1ba27849a911dbb515a9b878f6b8e3ec\" style=\"border-style:none;border-width:0px;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-left-radius:0px;border-bottom-right-radius:0px;margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;box-shadow:var(--wp--preset--shadow--natural)\"><img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1535\" class=\"wp-block-cover__image-background wp-image-381\" alt=\"\" src=\"https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-scaled.jpg\" data-object-fit=\"cover\" srcset=\"https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-scaled.jpg 2560w, https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-300x180.jpg 300w, https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-1024x614.jpg 1024w, https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-768x461.jpg 768w, https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-1536x921.jpg 1536w, https:\/\/testsite.sarahlloydca.co.uk\/wp-content\/uploads\/2026\/05\/wellbreddesign-llangrannog-4161558-2048x1228.jpg 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-black-background-color has-background-dim-20 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-container-core-cover-is-layout-ba1191e6 wp-block-cover-is-layout-constrained\">\n<h1 class=\"wp-block-heading has-text-align-center home\" style=\"padding-top:0;padding-right:0;padding-bottom:0;padding-left:0\">Client Portal<\/h1>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center home\" style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-right:0;padding-bottom:0;padding-left:0;letter-spacing:3.5px\">Send &amp; Receive Documents<\/h2>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-6420e81a wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-fill visible-lg hidden-md hidden-sm hidden-xs\"><a class=\"wp-block-button__link has-white-color has-black-background-color has-text-color has-background has-link-color has-medium-font-size has-text-align-center has-custom-font-size wp-element-button\" href=\"https:\/\/testsite.sarahlloydca.co.uk\/?page_id=335&amp;lang=cy\" style=\"border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-left-radius:26px;border-bottom-right-radius:26px;padding-top:var(--wp--preset--spacing--30);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--30);padding-left:var(--wp--preset--spacing--70);box-shadow:var(--wp--preset--shadow--natural)\">Ewch i&#8217;r Wefan Cymraeg \ud83c\udff4\udb40\udc67\udb40\udc62\udb40\udc77\udb40\udc6c\udb40\udc73\udb40\udc7f<\/a><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-cover alignfull has-ast-global-color-3-color has-text-color has-link-color wp-elements-36c093a2804f2974092bbb938060f094\" style=\"padding-right:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-ast-global-color-8-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-container-core-cover-is-layout-daaf2989 wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Use Client Portal To:<\/h2>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-2-color has-alpha-channel-opacity has-ast-global-color-2-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-buttons alignfull hide-mobile is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1d49b347 wp-block-buttons-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--50);padding-right:var(--wp--preset--spacing--40);padding-bottom:0;padding-left:var(--wp--preset--spacing--40)\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-100\"><a class=\"wp-block-button__link has-white-color has-text-color has-background has-link-color has-custom-font-size wp-element-button\" href=\"https:\/\/app.mydocsafe.com\/signin\" style=\"border-style:none;border-width:0px;border-top-left-radius:23px;border-top-right-radius:23px;border-bottom-left-radius:23px;border-bottom-right-radius:23px;background:linear-gradient(349deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--50);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--50);box-shadow:var(--wp--preset--shadow--natural);font-size:25px;line-height:1.5\">\ud83d\udd12 Client Portal Login<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<ul style=\"margin-top:0;margin-bottom:0;padding-top:0;padding-bottom:var(--wp--preset--spacing--40)\" class=\"wp-block-list\">\n<li><strong>Send documents<\/strong>, records and paperwork in relation to your financial affairs whether they are to assist with the preparation of your accounts, self assessment tax returns, corporation tax returns or other matters.<\/li>\n\n\n\n<li><strong>Receive forms<\/strong> &#8211; download completed forms for your checking, verification, signature or filing.<\/li>\n\n\n\n<li><strong>Approve documents<\/strong> for signature, prior to our submitting to the relevant authorities.<\/li>\n\n\n\n<li><strong>Pay invoices <\/strong>&#8211; Make Secure Online Payment via Stripe.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons show-mobile-only is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a771007d wp-block-buttons-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--40);padding-bottom:var(--wp--preset--spacing--40)\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-white-color has-text-color has-background has-link-color has-custom-font-size wp-element-button\" href=\"https:\/\/app.mydocsafe.com\/signin\" style=\"border-style:none;border-width:0px;border-top-left-radius:23px;border-top-right-radius:23px;border-bottom-left-radius:23px;border-bottom-right-radius:23px;background:linear-gradient(349deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);padding-top:var(--wp--preset--spacing--20);padding-right:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--20);padding-left:var(--wp--preset--spacing--70);box-shadow:var(--wp--preset--shadow--natural);font-size:25px;line-height:1.5\">\ud83d\udd12 Client Portal Login<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-cover alignfull has-ast-global-color-4-color has-text-color has-link-color wp-elements-80f6a326c7c92f082a847503dd270a7b\" style=\"padding-right:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-ast-global-color-1-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-container-core-cover-is-layout-daaf2989 wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Getting Started<\/h2>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-4-color has-alpha-channel-opacity has-ast-global-color-4-background-color has-background is-style-wide\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><br>We will send an invitation email to your usual contact email address. The link within the activation email you receive will direct you to the client portal registration page where you will be able to create your unique login password.&nbsp;<br>Don\u2019t worry, if at any time you forget your password you will be able to reset it via the login page.<br><br>Once you are up and running then you can contact us through the portal using it to send emails and documents as you wish.<br><br>In turn we will use the portal to send you such things as information requests, documents and returns etc. An email will automatically be sent to your designated email address advising that we have sent you something and that you will need to visit the client portal.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-cover alignfull has-ast-global-color-4-color has-text-color has-link-color wp-elements-a1e6a619e8712fb426ed6de14c48ee9e\" style=\"padding-right:var(--wp--preset--spacing--60);padding-left:var(--wp--preset--spacing--60)\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-ast-global-color-2-background-color has-background-dim-100 has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-container-core-cover-is-layout-daaf2989 wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Security<\/h2>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-ast-global-color-4-color has-alpha-channel-opacity has-ast-global-color-4-background-color has-background is-style-wide\"\/>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\" style=\"padding-bottom:var(--wp--preset--spacing--50)\"><br>We value your security and protecting your personal information is of key importance to us. The main focus of developing this facility is that we create a trusted environment where you feel confident exchanging information and communicating with us.<br>For maximum security, all your messages and data will be encrypted using bank grade encryption and secured using trusted SSL certification.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-114","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/114","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=114"}],"version-history":[{"count":36,"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/114\/revisions"}],"predecessor-version":[{"id":635,"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/114\/revisions\/635"}],"wp:attachment":[{"href":"https:\/\/testsite.sarahlloydca.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}