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At Roy Pinnock & Co LLP in St Albans, we use IRIS OpenSpace to provide a secure, convenient platform for sharing and approving documents. This cloud-based solution ensures your financial information is managed efficiently while keeping it protected. Whether you need to upload files, approve documents, or exchange sensitive data with our team, IRIS OpenSpace simplifies the process, saving you time and offering peace of mind.
Operating since 1984
Chartered Certified Accountants
Comprehensive Services
I have received a ‘client registration’ email
Once we have added your email address to our IRIS OpenSpace account; this means you will be able to send and receive documents to/from us in a secure environment. Simply click the link in the email to activate your account and create your password.
How do I upload a file for my accountant?
Login to IRIS OpenSpace below and navigate into the folder location you wish to upload the file to:
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Click the Upload button in the toolbar
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Click Browse and find the file (or files) you wish to upload
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Select the file (or files) and click Open
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The upload will then start automatically
Please note the time it takes to upload a file is dependent on the upload speed of your internet connection which may be considerably slower than your download speed on a typical residential ADSL line.
How do I approve (or reject) a document?
Login to IRIS OpenSpace and navigate to the file that you have been requested to approve:
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Download the file
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Review the contents of the document
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Click the Approve link
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Click either Approve or Reject as appropriate
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Your accountant will then be notified of your action
Once a document has been approved it is then digitally sealed with your approval information and has a tamper proof certificate coversheet inserted before the first page.
Streamline Your Document Management With IRIS OpenSpace
The secure way to collaborate with Roy Pinnock & Co LLP in St Albans. Call us today to register your account or for further assistance. Contact us to learn more.
