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How to use our client portal

Your portal is:

  • Secure
  • Mobile friendly
  • Passwordless
  • 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:


Optional Features:

Simply let us know if you want us to enable these for you:
  • 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:

We will send you an email every time we ask new questions or reply to existing questions.  Just click the link in the email to log on.


The dashboard page will display any announcements such as upcoming schedule changes.  From there you can upload new files or see open questions that we asked that need your review and feedback.  Just comment to reply or drag and drop attachments. That’s it!


Viewing Files

Sometimes, we will provide attachments for your review, just click “View files” on the question to view and download them.


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.

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