Newsletter
Embed your email signup form (Mailchimp, Constant Contact, etc.) or link to it.
Tip: keep the form short—name + email is usually enough.
Request updatesTools & resources
This page is designed for things clients actually use—portal access, checklists, newsletters, and FAQs. Add or remove sections based on what you provide.
Client Portal
Securely upload files and download completed documents. CHANGE ME: link to your real portal login URL.
Go to PortalNew client checklist
Provide a checklist PDF or a simple bullet list of what you need to get started.
- Prior year return
- Entity documents
- Bookkeeping file access
FAQ
Answer the top questions you get every week so you can save time.
- When do you need documents?
- How do you share files securely?
- What’s included in monthly service?