With a strong background in customer service management, Vicki’s role is to make sure that our Source Advisors processes and communications are seamless, effective, and accessible to time-pressured accounting professionals.
Elevation, our online portal, is there to offer our Accounting Partners a secure platform for sharing data and keeps them up-to-date with the progress of their clients’ R&D tax relief claims. Vicki ensures that everyone in your team has full access to Elevation. She is there for guidance, support and is the main point of contact for any queries.
“I feel passionate about the exceptional service that we offer to accountants and their clients on a daily basis. Whilst our Accountancy Partner portal is available 24/7, our Partners really appreciate a friendly voice on the end of the phone. We’ve got a great team who are completely focussed on delivering for our Accounting Partners.”
