Client Portals
Secure Access to Your Financial Information
Use the appropriate portal below to access documents, review invoices, or manage your bookkeeping information. Each platform serves a different purpose.
Dropbox — Secure File Access
Use your dedicated Dropbox folder to securely upload, download, and access documents shared with our firm.
Financial Cents — Client Documents and Invoices
Access documents stored in your client portal, review outstanding requests, view invoices, and make payments.
QuickBooks Online — Bookkeeping
Access your company’s bookkeeping records, review financial activity and reports, and collaborate with our accounting team.
Client Portals
Platinum Partners
Need Assistance?
If you are uncertain which portal to use or need help accessing your account, please contact our office at 315-944-0893 or Schedule a 15-Minute Consultation
To protect your information, please do not send tax documents, financial records, Social Security numbers, or other sensitive information through regular email.
To protect your information, please do not send tax documents, financial records, Social Security numbers, or other sensitive information through regular email.