Client Portals

Keeper

Keeper is the go-to app for all things BOOKKEEPING. Primary uses include:

  • Asking you questions about bank transactions in QuickBooks.

  • Requesting Bank Statements, Settlement Statements, Loan Docs, etc.

  • YOU asking us questions related to your books.

  • Producing monthly Financial Statement Reports.

    Web Link: Keeper Web Link

    Mobile App Link: Apple iOS Link | Android Link

TaxDome

TaxDome is the go-to app for all things TAX and INVOICING. Primary uses include:

  • Asking you tax related questions.

  • Requesting Tax Returns, Tax Notices, and Personal Information.

  • Invoicing and Payment Collection

  • Engagement Letters and E-Signature collection.

  • Contains a “Chat” feature that can be used for efficient communication.

    Web Link: TaxDome Web Link

    Mobile App Link: Apple iOS Link | Android Link