Client Portal

What if we told you, the access to all your files and reports is a click away?

We utilized a shared folder client portal, providing our clients with the ability to review, download and upload documents, 24/7 and on their schedule.

Each client is notified the moment new files are added to their respective folders. In turn, we receive notifications when clients upload requested document, creating a solid channel of communication, the key to a successful business relationship. The client portal is user friendly and provides an organized space to store all your important documents. The security of your information is of the upmost importance to us and is why we chose to go a step further in creating a secure space for your file storage.

WHAT OUR CUSTOMERS SAY

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Offering Our Clients Full Service Bookkeeping

Founded in 2014, Isa Lindao - CEO of Isa's Bookkeeping Services set out to establish a bookkeeping business that would allow her clients to save time and money.

Watch our
introduction

Isaura Lindao

CEO isa's bookkeeping Services