Terms of use

Milestone Accountants portal · Last updated 8 October 2026

1. Who we are

The portal is run by Milestone Accountants Ltd, a company registered in England and Wales (company number 11631034), of 18A Gawsworth Avenue, Didsbury, Manchester M20 5NF. We are registered with the Information Commissioner's Office (ZA514752). You can contact us at imran.hafeez@milestoneaccountants.co.uk or on 0161 504 2252.

2. What these terms cover

These terms apply to the Milestone Accountants portal at portal.milestoneaccountants.co.uk ("the portal"). Our staff use the portal to manage our clients' work. Clients and people asking us for a quote use parts of it directly:

• the online quote and the page where you accept or decline it;
• secure links we send you to upload records and documents;
• documents we send you to sign electronically;
• requests we send through HMRC for you to authorise us as your agent;
• reminders we send you by email and text.

Our accountancy services themselves are governed by your engagement letter and our terms of business. If anything in these terms conflicts with your engagement letter, the engagement letter applies.

3. Online quotes

• A quote is worked out from the answers you give and our prices at the time. It is valid for 30 days.
• A quote is not a contract. Our work starts once we have agreed and signed an engagement letter with you and completed the identity and anti-money laundering checks the law requires. We may adjust the price if your circumstances turn out to be different from your answers.
• New business discount: a business that is not yet trading, or has traded for less than 12 months, may have 15% off the first year's fees. We may check this, for example against Companies House records, and may withdraw the discount if the information given was not accurate. From the second year the standard price applies.
• Milestone Accountants Ltd is not currently registered for VAT, so no VAT is added to our fees. If that changes, we will tell you before VAT is charged.
• You may choose to pay monthly or once a year. Invoices are issued through Xero and can be paid using the payment links on them.

4. Secure upload links

• Upload links are personal to you and expire after a short time. Please do not share them.
• Only upload documents about your own affairs, or those of a business you are authorised to act for.
• We store what you send securely and may use automated text recognition to read scanned documents such as bank statements. A member of our team reviews the results.

5. Authorising us with HMRC

• When we need your authorisation to deal with HMRC for you, we may send you a request through HMRC's own service. You approve it on HMRC's website, signing in with your own details.
• We will never ask for your HMRC or Government Gateway password.
• You can withdraw our authorisation at any time through HMRC, or by telling us. We act for you with HMRC only within the scope of your engagement letter.

6. Electronic signatures

We send engagement letters and approvals of accounts and tax returns for electronic signature through Zoho Sign. Signing electronically has the same effect as signing on paper. A copy of each signed document is kept on your file.

7. Emails and texts

As part of our service we send you emails and, if you have given us a mobile number, text messages about your deadlines, records we need and documents to sign. After your accounts or return are filed, we may ask whether you would leave us a review; you can tell us at any time if you would rather not receive these messages. Our emails will never ask you to pay into a bank account that differs from the one on our invoices.

8. Using the portal properly

You must not try to access any part of the portal, or any information, that is not meant for you; upload anything harmful (such as viruses); or use the portal for anything unlawful. We may suspend access where we reasonably suspect misuse.

9. Security and your information

The portal and its data are hosted in the United Kingdom on Microsoft Azure. Access is restricted to our staff, by role, and protected by Microsoft 365 sign-in. Sensitive details such as tax references and HMRC access tokens are encrypted, and all information travels over encrypted connections. How we use personal information is explained in our privacy policy. If we become aware of a breach affecting your information, we will tell you, the Information Commissioner's Office and, where relevant, HMRC, as the law requires.

10. Availability

We aim to keep the portal available but cannot guarantee it will always be, for example during maintenance or when services we rely on (such as HMRC or Companies House) are unavailable. If you cannot use the portal, contact us and we will find another way to deal with your request.

11. Our responsibility

The portal supports the services set out in your engagement letter, and our responsibility to you is as set out there. Nothing in these terms limits any liability that cannot be limited by law.

12. Changes

We may update these terms from time to time. The date at the top shows when they last changed.

13. Law

These terms are governed by the law of England and Wales, and the courts of England and Wales have jurisdiction.