Client Portal
Welcome to your secure client portal.
Here you can submit your information, upload details for onboarding, and access important forms and guides.
If you need help, email us at info@securebookkeepingservices.com
New Client Intake Form
Please complete the form below so we can set up your bookkeeping profile.
You can securely upload bank statements, receipts, reports, or any bookkeeping documents I need to manage your account.
🔒Secure Document Upload.
All uploads are encrypted and stored securely.
Downloadable Forms & Resources
Click below to download New Client Checklist
(Download PDF)
(Download PDF)
(Download PDF)
Click below to download Bookkeeping Document Checklist
Click below to download Monthly Upload Guide
(Download PDF)
(Download PDF)
(Download PDF)
Click below to download Bank Access Setup Instructions
Click below to download Receipt Upload Guide
Click below to download W-9 Tax Form
(Download PDF)
(Download PDF)
(Download PDF)
(Download PDF)
(Download PDF)