Introducing the New Solomon Accounting Group Client Portal
At Solomon Accounting Group, we’re always looking for ways to make your financial experience easier, faster, and more transparent. That’s why we’re excited to launch our new Client Portal, a secure, centralized online hub where you can interact directly with your bookkeeping team, access key financial information, and manage important documents all in one place.
This portal is more than a file locker, it’s a streamlined workspace built for collaboration and clarity. This is just one more benefit of working with a remote bookkeeper like Solomon Accounting Group.
What You Can Do in the Client Portal
Communicate Seamlessly
No more long email threads or lost messages. The Client Portal centralizes communication so you and your bookkeeper can send and answer questions directly through the platform. Whether it’s about transaction details, general bookkeeping items, you’ll see all open questions right on your dashboard. Our bookkeepers can also directly message your vendors with questions and document requests.
Answer transaction questions our bookkeepers have directly in the transaction questions portal.
View Interactive Financial Reports
You’ll be able to go beyond static PDF statements, and explore interactive Profit & Loss and Balance Sheet reports, adjust date ranges, drill down into vendor or payee subtotals, and view charts that highlight key trends in your business.
See customized key metrics reporting tailored to your business.
Share and Access Files Securely
Upload receipts and other financial documents directly in the portal. All files are stored securely, so you can retrieve them anytime.
Seamlessly and securely upload files for our team.
Ask Your Bookkeeper Questions
You can also initiate questions to us if you need clarification on anything, not just respond to ours. This feature ensures nothing gets lost in email or guesswork.
Mobile Friendly
The portal also offers mobile app options for iOS and Android, letting you respond to questions or view reports right from your phone.
Security You Can Trust
Your data is protected with bank-grade security measures and encrypted communication, so you can share sensitive information with confidence. That’s part of our commitment to safeguarding your financial information.
A More Modern, Organized Client Experience
The new Client Portal isn’t just a tool, it’s a better way to work together. You’ll save time, stay more organized, and have a clear view of your financial conversations and documents in one secure place.
We can’t wait for you to experience it! If you haven’t received your portal invitation yet, reach out to your Solomon Accounting Group team member and we’ll get you set up.
Welcome to the future of bookkeeping.
Let’s Get Started
Ready to make your bookkeeping smoother and more interactive? Log in to your Client Portal today and take control of your financial collaboration.
