IRIS OpenSpace: Secure Cloud Document Sharing

We will shortly be starting to use IRIS OpenSpace, which is a safe and simple cloud solution that allows us to share documents securely with each other.

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OpenSpace allows you to upload documents quickly and securely to us and we can then upload your finalised Tax Returns, Company Accounts, and any supporting documents to OpenSpace so you can review and approve at a click of a button.

Of course, you can still send your paperwork to us via the post or drop your records off in person if that is preferable to you.

It is important to note that the documents you upload will be removed once we have downloaded them, so it is essential you keep a copy. However, your final Tax Return or Company Accounts will remain on OpenSpace and can be accessed at any time.

All we need to set you up on OpenSpace is an email address. So please ensure that we have your preferred contact details for you personally and for your business, if applicable.

Data privacy is very important, even more so now with the EU General Data Protection Regulation (GDPR) and OpenSpace fully complies with the UK data guidelines and offers a more secure way of document sharing than emails.

To further ensure data security, it would be preferable to have separate email addresses for spouses. We understand that this is not always possible and if this is the case, we will require written confirmation from both parties showing that they agree that one or both can view all documents.

We will shortly be creating OpenSpace accounts for you all and uploading electronic end of year checklists, so please look out for an email from us with a link to create your login and password. These emails may go into your junk or spam folders, so please check and mark as safe.

For our IRIS OpenSpace guide please click on the download button at the top of the page.

Please do not hesitate to give us a call on 01225 325580 if you have any questions or concerns and would like to discuss further.