Secure Access

Client & Staff Portal

Access your documents, manage your files, and collaborate with your accountant — all in one secure place. Protected by two-factor authentication.

Client Portal

View and download documents shared by your accountant, check the status of document requests, and securely upload files — all from one dashboard.

  • Two-factor authentication
  • Invitation-only access
  • View & download your documents

Don't have an account? Your accountant will send you an invitation.

Staff Portal

Manage your client files, send document requests, invite clients to the portal, and collaborate with your team — all from your accountant dashboard.

  • Two-factor authentication
  • Admin-invited access only
  • Client management & file sharing

Accountants are invited by the practice administrator.

All portal access is protected by password and two-factor authentication (TOTP).

Need Help?

If you're having trouble accessing your portal or need a new invitation, please contact our team. We're here to help.