You will receive an e-mail from our team with the necessary requirements.
2
Go to the link
In the email you will find a link that will take you to your client portal. You will also be able to see the default password to access your portal.
*If you would like to create a new one, please contact us so that we can manage the update.
3
Enter password
4
Let's get to know the portal
5
Complete the requirement
Once you are familiar with the portal, you can carefully read the bookkeeper's request and fill in the requested fields. If you have any questions, you can contact us by phone or via our chat.
6
Final step
Once the tasks have been completed. Click on ‘All done? Notify advisor’. A message will automatically be sent to your bookkeeper indicating that your application has been completed.
