Client portal

A secure client portal any client can use.

Clients upload documents, answer plain-English questions, sign and pay in one installable web app. Your firm makes every accounting decision.

Works in any browser and installs on a phone like an app, with camera upload and notifications.

One box per expected account per period, checked off when the statement is accepted. Clients always know what's outstanding.

Questions about unclear transactions are grouped, written in plain English and sent only after a partner approves them.

Engagement letters, statements, returns and adjustments are signed in one package, and invoices are paid by card or debit.

After each bookkeeping period, clients see revenue, top expenses and sales tax owing compared with last year. Numbers only, approved by the partner.

Every open project for every entity, with outstanding requests on one side and progress on the other.

Clients supply the facts. Your firm decides.

Clients never see account numbers or accounting treatments. A team member confirms every answer before anything posts.

Pricing is quoted firm by firm. Tell us about your practice and we'll arrange a walkthrough.