How Can We Help?
How to use our client portal
Your portal is:
- Mobile friendly
- Access multiple companies with one login
You will receive an email invitation that includes your portal link, bookmark it for future use or click here to login using the primary email address we have on file for you (link opens in a new window).
Client Portal Tour:
- Automatic Reminders– receive an automatic weekly email when you have unanswered items in the portal
- 2 Factor Authentication- your portal is passwordless via email verification for your convenience. For enhanced security, we can enable SMS based 2-factor authentication. Just provide us with your US based cell phone number. Alternatively, you can use Google sign on to log on to your portal.
How it works:
Multiple Businesses with One Email Address
If you have multiple businesses that we do the books for and have provided the same contact email address for all of them, they each have a separate portal that you can toggle through via the company name on the top right of the screen.