Client portal
Log in
This first version does not check a password. Use Sign in to open the sample portal. Real accounts will come after the firm is named and billing is set.
What you will find inside
A dashboard for the month, an inbox for uploads, messages with your bookkeeper, statements, bills, a scan queue from the folder program, year-end, and settings.
The sample portal is filled with made-up books for a demo account. It is not a real client. Nothing you type on this login screen is saved.
If you are not a client yet, you do not need an account. Write the firm and we will talk.