What is the Oculus Client Portal?
The Oculus Client Portal is a secure online facility that allows file sharing, file storage and digital signing for all your financial records.
Why use the Oculus Client Portal?
Many of the benefits we now take for granted in relation to our banking are now available via the Oculus Client Portal for your financial information. For example:
- 24 hour/7 day a week access
- Ability to upload and download large data files
- Disaster recovery management in case of fire, flood, etc.
- Updated personal details
- A copy of all checklists and files submitted to us is stored in the secured area for your records
How do I access the Oculus Client Portal?
You will receive a welcome email which will prompt you to provide a unique login code and register a password. If you have not received your welcome email, please Contact Us to get started.
Once you have generated your unique login, you can access the client portal login page here.
What is digital document signing?
Digital document signing allows you to electronically sign PDF documents, such as Income Tax Returns, Financial Statements, Resolution and Minutes by registering your personal identification. It is done by simply dragging and dropping the electronic signature on the document. It will then be automatically returned to Oculus. The signed documents are independently verified by our portal service provider and contain an encrypted digital fingerprint of the signature.
How secure is the Oculus Client Portal?
At Oculus, we take the security and privacy of your information very seriously. Our portal service provider, Nimbus Portal Solutions, hosts the portal in world-class data centres to ensure the best possible protection and financial planning Gold Coast and beyond. Read more about the system security here.
