Welcome to Your Client Portal
A quick tour of your portal: where your documents, invoices and messages live, and how we work together each month.
Everything in one secure place
Your client portal is where you and our team work together. Instead of chasing email threads, you will find everything we need from each other in one place, any time, from your computer or your phone.
In your portal you can:
- Upload receipts, bank statements and other documents securely
- See and pay your invoices
- Message your bookkeeper and get notified when we reply
- Download your monthly financial reports
- Follow the progress of your tax return during tax season
How we work together each month
- By the 5th: upload last month's receipts and statements.
- By the 15th: we reconcile your accounts and flag anything we need you to explain.
- By the 20th: your monthly reports are ready in the portal.
Not sure where to start? Book a short onboarding call and we will walk through the portal with you.