11.1
Documents & requests
Every document we need from you, and every one we owe you: in one checklist. No email attachments, ever; the FAQ explains why.
11 · Client portal
Everything in the file, nothing in email.
Documents, the monthly close, payroll records, and messages: all behind one login, where they land with the right person instead of an inbox. Not a client yet? The two-minute fit quiz is the better door.
Client sign-in
Sample-site demo: this login is not functional and accepts no credentials. Nothing you type here is stored or sent.
This portal belongs to a fictional sample site, so there's nothing to sign in to. On the real thing, you'd land in your documents, monthly close, and messages. Curious about the firm instead? Start with the fit quiz.
What clients find inside
One login, the whole finance file.
11.2
The monthly close
Reconciled statements and your owner's summary, posted on the same schedule your engagement letter promises.
11.3
Payroll & filings
Pay-run confirmations, remittance receipts, and CRA filing copies as they happen, not in a year-end shoebox.
11.4
Secure messages
Questions land with the person who does your work, not a shared inbox. Replies within one business day, two in March–April.
Worth repeating from the FAQ: access inside the firm is role-based, banking connections are read-only feeds, and you keep full ownership and admin access to your own accounting file, always.