Portal Support
Our team is here to help you get the most out of your client portal experience.
- Video tutorials for all portal features
- Email support within 4 hours
- Phone support during business hours
- Bilingual support (English & Slovak)
Secure Client Portal
Access your financial documents, upload receipts, and communicate with our team through our encrypted portal, available 24/7.
Document Upload
Upload receipts, invoices, bank statements, and other financial documents directly to our team.
Financial Reports
Download your monthly P&L statements, balance sheets, tax documents, and other reports anytime.
Secure Messaging
Communicate directly with your accounting team through encrypted messaging within the portal.
Why Use Our Client Portal?
Secure, available when you need it
24/7 Availability
Access your financial info and upload documents any time of day or night. Great for busy business owners who work outside regular hours.
Bank-Level Security
Your documents are protected with 256-bit AES encryption, stored on Canadian servers in Quebec and British Columbia.
✓ Canadian Data Residency ✓ SOC 2 Compliant ✓ Multi-Factor Authentication
Quick Processing
Documents uploaded to the portal are usually processed within 1-2 business days, keeping your books current.
Mobile Friendly
Snap photos of receipts with your phone and upload them instantly. The portal works smoothly on all devices.
The Safety Vault
Your financial data deserves the highest level of protection
256-Bit AES Encryption
Military-grade encryption protects your documents in transit and at rest.
Canadian Servers Only
Your data never leaves Canada, ensuring compliance with Canadian privacy laws.
Multi-Factor Authentication
Additional security layer ensures only you can access your account.
Automated Backups
Multiple redundant backups ensure your data is never lost.
Getting Started with the Portal
Simple steps to access your secure client portal
1
Sign Up
Become a client by choosing any of our service packages. Portal access is included with all monthly packages.
2
Receive Credentials
We'll email you secure login credentials and a welcome guide to using the portal.
3
Set Up MFA
Enable multi-factor authentication for enhanced security on your first login.
4
Start Using
Begin uploading documents and accessing your financial reports immediately.
