Get Started Now
Open a free trial account to get started now.
If you already have an account, please click here
How to upload documents in Client Portal
You may upload any uncategorized documents to the Pre-Setup Folder. You can also view existing folders and files at any time.Additionally, you can create new folders by clicking the New Folder button, entering the folder name, and clicking the Save button.The new folder will then be added to the folder list.To upload a document, navigate to the folder where you want to upload the file.Click the Upload Documents button at the top of the screen, and a batch upload box will appear.
Open the folder on your computer, select the files you wish to upload, and provide structured file names such as the year, file description, and amount.After clicking the Submit button, your documents will appear in the selected folder along with the upload date. This helps you manage your files in an organized way.Your caseworker will be automatically notified once the documents are uploaded.Using the menu icon, you can easily delete unwanted files, download them to your local system, or share specific files with your assigned caseworker.You can also create as many subfolders as needed for better organization.This seamless process ensures that all your bookkeeping and tax-related documents are securely stored, well organized, and easily accessible.
To see how to scan a document before uploading Click here
If you do not want to sign up, you can upload your documents and basic business information for review and receive a free quote from our accounting expert team. Click Here
All-in-One Convenience
Clients enjoy a seamless experience, accessing documents, completing forms, and eSigning tax returns without needing multiple platforms or applications.
Share Files in Secure Cloud
Vault is secure, and document exchange is backed by bank-grade security like encryption, strict access controls, and automatic data backup.
Frequently Asked Questions (FAQ)
You can check your project's progress in the client portal. It shows if the project is on hold, not started, in progress, canceled, or completed.
No, there is no extra charge for the help you get from your bookkeeping team via messages or calls. You can ask questions or seek advice anytime—it's all part of your All Book keeping And Taxes.
Your chats on the All Book keeping And Taxes platform are very safe. We focus on keeping your financial information secure, so your conversations are well protected.
Yes, your tax professional can access your account. We just need your permission to allow them in.
Your bookkeeping team works to respond to messages within one business day, making sure you get quick assistance throughout the year.
Accessing and sharing your financial reports is straightforward with All Book keeping And Taxes. Simply log into your dashboard to see and download your reports at any time. You can share them easily with banks, investors, or anyone else who requires them.
Yes, it is possible to take action from the notification center. By clicking on a notification task, you will be directed to the area where your input is needed, making it simple to complete your tasks.
You’ll notice most tasks in the notification center when your bookkeeping team begins their work on your finances. However, we do accuracy reviews at different points, so tasks for older transactions might pop up even after you’ve provided your input for a month. This way, we can optimize your deductions and keep everything in line with IRS rules.
It’s simple! You refer a friend, they save money, and you earn cash. Here is the step-by-step process:
- Step 1 (Register): Sign up at www.allbookkeepingandtaxes.com/signup to get your Client Portal. You don’t need to buy any service to be a referrer.
- Step 2 (Refer): Ask your friend to use your Registered Email Address at checkout when they buy services worth $100 or more.
- Step 3 (Rewards):
- Your Friend gets a 5% instant discount (up to $25).
- You receive 5% Cash Back (up to $25) via Zelle to your registered mobile number.
Important Rules:
- You must follow us on at least one social media channel (YouTube, Facebook, LinkedIn, or X).
- Cash back takes up to 30 days to process via Zelle.
- Your registered email and mobile number cannot be changed during the process.
