Connecting Is Easier Than Ever: A Simple Guide to Online Meetings
Many of my clients are surprised by how much we can get done without them travelling to the office.
An online meeting or telephone call can save time, fuel, parking costs and delays in traffic. It can also allow clients to deal with accounting and tax matters without taking unnecessary time away from work or business.
That is why I often ask:
Would an online meeting or telephone call be more convenient for you?
Microsoft Teams, WhatsApp and ordinary telephone calls make it easy to stay connected. In-person meetings remain available when they are necessary or preferred.
How to Join Our Microsoft Teams Meeting
1. Open the invitation
Find the Microsoft Teams meeting invitation in your email.
2. Click the meeting link
Select Join the meeting now or the meeting link shown in the invitation.
3. Continue in your browser
When the Teams page opens, select:
Continue on this browser
You will usually not need to install the Microsoft Teams application.
4. Allow your camera and microphone
Your browser may ask for permission to use your camera and microphone. Select Allow if you want to be seen and heard.
5. Enter your name and join
Enter your name and select Join now.
Frequently Asked Questions
Is it free to join?
Yes. If we send you a Microsoft Teams meeting link, there is no charge for joining. You only need an internet connection. Mobile data charges may apply if you are not connected to Wi-Fi.
Do I need a Microsoft account?
In most cases, no. You can usually join through the link without creating an account.
What if I cannot see or hear you?
Check that your microphone and camera are turned on, your device volume is up, and your browser has permission to use them.
What if I get disconnected?
Return to the invitation email and click the meeting link again.
Other Ways to Meet With Us
We can also arrange:
a WhatsApp voice or video call;
a telephone meeting; or
an in-person meeting by appointment.
Where important tax, accounting or financial advice is discussed by telephone or WhatsApp, we may confirm the key advice or agreed actions by email.
Please do not send passwords, myIR login details or highly sensitive documents through WhatsApp unless we have agreed on an appropriate method.
Protecting Your Privacy
Please do not forward a meeting link to another person unless we have agreed to include them.
For meetings involving personal, financial or tax information, choose a quiet and private location where other people cannot see your screen or overhear the conversation.
Please let us know which meeting method is most convenient for you.
Published: 10 August 2026
Author: Yugraj Singh Mahil CA
Disclaimer: This guide provides general information about online meetings. The options displayed on your device may vary depending on your browser, device, software updates and meeting settings.
