Client onboarding
Welcome — let's get you started.
If you're a new client of Fourpoint, a warm welcome. We'll send you a private link and a personal access code so you can share your details with us safely, at a pace that suits you. No account to create — you can pick up where you left off whenever you're ready.
Private by design
Your answers are encrypted and only we can read them.
Quick to complete
We fill in what we already know, so you just check and finish.
Meets AML rules
Covers what we must ask as an AAT licensed practice.