Client portal
Where the month lives, not the chat
If you are already an active client, the portal is required. If not yet, this page explains why it exists — it is not the software login.
What it is
It is the workspace between you and me. You upload documents, you see reports, and each month has a thread. It is not a WhatsApp group of loose PDFs, or an email lost among a hundred others.
What it is for
So you do not have to “remember to send the statement.” So you can open the month and see what was reviewed, what is missing, and which numbers closed. So tax season does not start with a box of paper.
It also means we both know what is open, without chasing messages. Monthly bookkeeping needs a fixed place; otherwise the mess just moves from the bank to the chat.
Why it is required for active clients
Because the service does not work if documents travel across five channels. The portal holds what needs to be seen: income, expenses, reconciliations, and the month’s report. If you do not use it, I cannot give you clarity on time and you go back to deciding from the bank alone.
When software access is published, the entry button will live here. Until then, the first step is still the first conversation.