How the client portal works

Every client gets a private portal login — your books, documents, and monthly status in one place, reachable from any browser.

• Monthly close status — see exactly where your books stand: pending, in progress, in review, or closed (reconciled and checked). No more "any update?" emails.
• Documents — upload statements, receipts, and tax forms directly to us. Files live in the portal, never in personal inboxes, and every access is logged.
• Engagement letter — signed digitally in your first login, so scope and terms are clear from day one.
• Billing — pay your fixed monthly retainer by card through secure Stripe checkout (rolling out per client).

Your bookkeeper creates your account and hands you your credentials during onboarding. The portal is private — there's nothing to see without a login.