Firms Portal for ICAS ATOs
Our Firms Portal provides Authorised Training Offices with on-demand access to all the data on their ICAS CA students.
Training Principals and counselling members seeking information on their CA students can securely access the data they need, whenever they need it, through the Firms Portal.
The portal is designed to service all our training-partner firms, large and small. Data can either be viewed as an overview of a variety of locations or narrowed down to an individual office.
Data can also be downloaded to create bespoke reports or for uploading into organisations’ own systems.
Works best with Chrome
We recommend that the portal is accessed using the Google Chrome web browser.
What are the portal's main features?
Here’s a snapshot of the types of data available through the portal:
- Student lists (all and per individual)
- Contract details
- Class enrolments and dates
- Exam enrolments, dates and results
The portal’s additional features simplify your processes and allow the data to be used for your organisation’s specific purposes:
- On-demand data
- Access with your ICAS single-login details
- View data as a firm-wide overview or per office location
- Securely download data to create bespoke reports
- Import downloaded data to your company-specific systems
- Organise, sort and filter data
Data protection and privacy
Whilst accessing and downloading data from within the portal, users must respect, and are entirely responsible for, both the security of that data and any data-protection issues pertaining to it.
All personal information derived from the portal must be handled in accordance with data-protection legislation and your organisation’s data-protection best practices.
For Training Principals and counselling members
For data-security reasons, access to the portal is currently limited to Training Principals and counselling members. If you require access for your reviewers, then please get in touch.
Your feedback is welcome
If you become aware of any data discrepancies or feel that something doesn’t look right then please get in touch with us at firstname.lastname@example.org.
We’re also always keen to hear your suggestions for further improvements.