Search this site
Embedded Files
Small Business QB Bookkeeping
  • Home
  • Services
  • Discounts
    • Quickbooks Online
    • Quickbooks Desktop
    • Quickbooks Payments
    • Quickbooks Payroll
  • Terms & Policies
  • Blog
  • Contact Us
  • Client Portal
Small Business QB Bookkeeping
  • Home
  • Services
  • Discounts
    • Quickbooks Online
    • Quickbooks Desktop
    • Quickbooks Payments
    • Quickbooks Payroll
  • Terms & Policies
  • Blog
  • Contact Us
  • Client Portal
  • More
    • Home
    • Services
    • Discounts
      • Quickbooks Online
      • Quickbooks Desktop
      • Quickbooks Payments
      • Quickbooks Payroll
    • Terms & Policies
    • Blog
    • Contact Us
    • Client Portal

Client Portal (click for link)

  • NO usernames or passwords for you to remember

  • Secure messaging (instead of standard email)

  • Protected file exchange (instead of email attachments)

  • Protected username/password exchange (for us to access your financial account statements)

  • Convenient document scanning & document creation using your phone! (no desktop scanner required!)

  • Expedient transaction-by-transaction collaboration tool:

    • One simple queue of questions that we may have before we can complete the books, with quick auto responses built in for client convenience:

      • "which vendor does this apply to?"

      • "how would you like this transaction categorized?"

      • "is this personal or business related?"


LinkFacebookLinkedInInstagramPinterest
Report abuse
Report abuse