Access your financial assessment documents and deferred payment statements securely online with the Client Finance Portal. Simple, fast and secure login process.
The client finance portal is an secure online portal that allows social care users or people representing them to access their financial assessment documents. It also allows access to their deferred payment scheme statements.
The portal offers easy instant access to information, meaning documents don’t need to be sent in the post. You can access the portal.
You (or the person representing you) must request access via an online form. You will need a valid email address, which will be sent a code to verify.
The system will check the details you’ve provided and match it to the data held in ContrOCC (the system used by our finance team). Once matched, our team will review the application and either authorise or reject it. Security checks will be conducted to ensure access is given to the most appropriate person.
Access will only be given to representatives that hold either:
If you need any help or support with accessing the client finance portal you can refer to these user guides:
Alternatively you can contact the finance team on:
You can request access or log into the client finance portal.
