Client Portal Access
Our Client Portal Access provides a secure, user-friendly digital workspace where clients can manage all their financial documents, track projects, and communicate directly with our team. Designed for privacy and efficiency, the portal ensures your information is always protected and accessible from anywhere.
What’s Included:
Secure Encrypted Document Uploads
Organized File Storage and Retrieval
Real-Time Status Tracking for Projects or Filings
Built-In Messaging and Notifications
Access to Invoices, Receipts, and Reports
Integrated E-Signature and Payment Options
Optional Add-Ons:
Multi-User Access for Teams
Long-Term Document Archiving (3+ years)
Automated Reminders for Deadlines and Updates
Availability: 24/7 Online Access
Access Provided: To all active clients with ongoing services
Why It’s Unique: A secure, all-in-one platform that keeps your financial and compliance activities organized — anytime, anywhere.
Price: $175 (One-time or Monthly)
Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495
One-time purchase: 1× 60-minute onboarding or setup consultation (Starter Online).
Monthly subscription includes:
✓ Ongoing portal access and account maintenance
✓ Monthly client support check-in
✓ Email summary of updates and feature tips
Note:
For large organizations requiring multi-user access or advanced integrations, additional setup fees may apply.
All portal services include secure encryption and privacy compliance with U.S. data protection standards.
Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.
Our Client Portal Access provides a secure, user-friendly digital workspace where clients can manage all their financial documents, track projects, and communicate directly with our team. Designed for privacy and efficiency, the portal ensures your information is always protected and accessible from anywhere.
What’s Included:
Secure Encrypted Document Uploads
Organized File Storage and Retrieval
Real-Time Status Tracking for Projects or Filings
Built-In Messaging and Notifications
Access to Invoices, Receipts, and Reports
Integrated E-Signature and Payment Options
Optional Add-Ons:
Multi-User Access for Teams
Long-Term Document Archiving (3+ years)
Automated Reminders for Deadlines and Updates
Availability: 24/7 Online Access
Access Provided: To all active clients with ongoing services
Why It’s Unique: A secure, all-in-one platform that keeps your financial and compliance activities organized — anytime, anywhere.
Price: $175 (One-time or Monthly)
Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495
One-time purchase: 1× 60-minute onboarding or setup consultation (Starter Online).
Monthly subscription includes:
✓ Ongoing portal access and account maintenance
✓ Monthly client support check-in
✓ Email summary of updates and feature tips
Note:
For large organizations requiring multi-user access or advanced integrations, additional setup fees may apply.
All portal services include secure encryption and privacy compliance with U.S. data protection standards.
Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.