Client Resources

A range of client resources are available from the website. Click on the icon below to open the relevant resource (Please note that most links will open another website):

Client portal

Clients can log into our client portal to transfer data to and from Alexander Sloan.  Emails are an unsecure method of communication which is why we introduced our client portal. Our old portal has been closed if you dont have access to the new portal then please contact your normal contact at Alexander Sloan.

Join Web Meeting

Use this link if you have arranged a web meeting with Alexander Sloan via GoToMeeting. This lets you carry out a video meeting with Alexander Sloan.


We have a number of short training videos that can be found using this link or by clicking on the youtube link above.

Phone App

Alexander Sloan phone app for Android phones can be accessed by using this link. On the main menu select Credit Union to access the latest Credit Union news and videos from Alexander Sloan.

Our main Alexander Sloan website contains a number of tax guides.

Client Only Blogs

In addition, certain blogs on the news page are only available to clients. These will usually be the more technical blogs on the website. Clients will be provided with the password to open these blogs in our newsletters.

Declaration of Interest Form

We have provided a free declaration of interest form for key management.


Details of events being held by Alexander Sloan can be found here

Further resources are also available from the main Alexander Sloan website at