---
title: "AR Portal for appointed representatives and their people · Merrin"
description: "Firms complete returns, upload evidence and confirm their details in a dedicated Portal. Individuals provide their own declarations and assessments."
url: https://merrin.ai/features/portal
---

[Platform](https://merrin.ai/features)

# An AR Portal that gets the work done

Firms complete returns, upload evidence and confirm their details in a dedicated Portal. Individuals provide their own declarations and assessments.

[Schedule a demo](https://merrin.ai/demo)

_(Illustrative portal view with fictional data)_

## Get information from the right person

**Invite**

An email sign-in link takes each person to the tasks they need to complete.

**Complete**

Forms, documents and confirmations are collected against the correct record.

**Keep track**

Your team sees what is outstanding. Completed work stays in the history.

_(Illustrative returns view with fictional data)_

## Stop chasing routine information

Schedule returns across the network. Merrin puts the collection task with the firm or Individual who needs to act.

[Explore returns & tasks](https://merrin.ai/features/returns)

[AR onboarding](https://merrin.ai/features/onboarding)[Returns & tasks](https://merrin.ai/features/returns)[Fit & Proper](https://merrin.ai/features/fit-and-proper)

## See what your team could stop doing by hand

Walk through onboarding, monitoring and reviews with your own oversight process in mind.

[Schedule a demo ](https://merrin.ai/demo)