Welcome to Your Client Portal

Your client portal is a secure, convenient place to communicate with our office and manage your tax preparation or bookkeeping services.

What Is the Portal Used For?

Through your client portal, you can:

* **Upload Documents:** Submit tax documents, financial records, and other requested information securely.

* **Complete Required Forms:** Provide the information needed to begin your requested services.

* **Review Documents:** Access applicable documents and review your tax return when it is ready.

* **Sign Documents:** Complete engagement letters, authorizations, and other required signatures.

* **Manage Payments:** View and complete payment requests when applicable.

* **Track Your Services:** Stay informed about your service process and any outstanding requests.

How to Activate Your Portal

1. Complete and submit the requested registration or intake form.

2. Check the email address you provided for your portal registration or activation email.

3. Open the email and follow the instructions to activate your account and establish your login credentials, if prompted.

4. Once activated, return to the portal and sign in to access your account.

**Please check your spam or junk folder if you do not see the activation email in your inbox.**

Important Reminder

Please use your client portal to submit sensitive documents rather than sending them through regular email. Be sure to upload all requested information so we can begin processing your services.

If you need assistance activating your account or accessing your portal, please contact SS Bookkeeping & More, LLC for assistance.

Thank you for choosing **SS Bookkeeping & More, LLC**. We look forward to serving you!