Your Client Portal

Submit documents, ask questions, and track your onboarding.

📤
Submit Something
Choose what you're sending, fill in the details, and we'll handle the rest.
🧾
Receipt / Bill
Expense receipts or vendor invoices
🏦
Deposit / Income
Explain a deposit you received
📄
Invoice Request
Ask us to create a client invoice
👤
New Employee
Add a team member to payroll
📂
Bank Statement
Upload a bank or credit card statement
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General Message
Question, note, or anything else
📋
Your Onboarding Steps
From first call to first month closed. Mark each step complete as you go — the progress bar disappears once you're fully onboarded.
✅
What We Need From You
Please have these ready before or at your kickoff call. Tap to check off as you go.

💡 Don't have everything? Bring what you can — we'll figure out the rest together on the kickoff call.

Your Kickoff Call — 30 Minutes

We'll walk through your systems, show you how to submit documents, confirm your services and timeline, and answer any questions. You'll get a summary email right after.

📤 This Portal
Receipts, deposits, questions
📊 Monthly Reports
Delivered per your agreement
📁 Shared Folder
Link emailed to you personally
💬 Response Time
Within 1 business day by email
📅 Book My Kickoff Call
💻
QuickBooks & Access Setup
How to give Michealla access — whether you have QBO already or not.
OPTION A
Already have QuickBooks Online?

Invite Michealla as an Accountant User — accountant access is all that's needed, no admin:

  1. Log into QuickBooks Online
  2. Click Settings ⚙ (top right corner)
  3. Select Manage Users
  4. Click the Accounting Firms tab
  5. Click Invite
  6. Enter: [email protected]
  7. Keep access as Accountant (the default) and send
OPTION B
Don't have QuickBooks yet?

We'll set it up as part of the QBO Setup service. In the meantime, we need access to your transaction history. Two options:

View-only bank login
Create a read-only user in your online banking portal and share those credentials securely. Most banks support this under Settings → Users or Access Management. View-only means we can see transactions but cannot move money.
Upload bank statements
Download last 3 months of statements (PDF or CSV) from each account and upload them using the Bank Statement option in the Submit tab.
📁 Your Shared Folder

Michealla will email you a personal Google Drive link during onboarding. Your folder is set up individually for you — check your email from Michealla for the link. This is where your completed reports and documents will live.

📤
How to Submit Documents
Use the Submit tab for everything — here's what goes where.
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Receipts — photo or scan, include amount, date, and vendor. Upload directly here.
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Deposits — let us know the source of any deposit so we can categorize it correctly.
📂
Bank Statements — upload PDFs using the Bank Statement type. No need to email separately.
💬
Questions — use General Message. We respond within 1 business day.
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Get in Touch
Everything you need to reach Michealla.
📧
Email Michealla
[email protected]
Response within 1 business day
Good to Know
🕐
Response time — 1 business day for regular questions. Flag urgent items in the Submit tab.
📤
Fastest way to reach us — use the Submit tab for anything document-related. It goes straight to Michealla.
💡
Scope — your retainer covers what's in your engagement letter. Anything outside that scope gets quoted before we start. No surprises.
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Confidentiality — everything you share is protected under your engagement agreement and never shared without your written consent.