Signing in to your portal

Your bookkeeper creates your account and gives you your email + a starting password (over the phone or in person — never by plain email if we can help it).

1. Go to the portal sign-in page (bookmark it).
2. Enter your email and password.
3. We recommend changing your password after first sign-in — ask us and we'll reset it to a new one-time password.

Forgot your password? Call or email your bookkeeper — a reset takes seconds and signs out any old sessions automatically. If you see "This is a team account", you're using staff credentials on the client door; the client portal is at its own address, and staff sign in through the admin panel.