Know where your close stands.
See whether the month is waiting on records, in progress, under review or delivered.
The SBS Client Portal
Your accounting relationship shouldn’t live in an inbox.
Every recurring SBS client gets a private workspace for document requests, secure file exchange, monthly close status, communication, proposals and billing access.
One workspace for the relationship
Everything about your monthly accounting. In one place.
No digging through email threads for requests, reports, close updates or billing links. The portal is built around the way SBS and the client actually work together.
See exactly what we need.
Outstanding document requests stay visible until they are resolved instead of disappearing into an email thread.
Exchange documents securely.
Upload requested records and access SBS deliverables without passing sensitive financial files around by email.
Keep communication with the engagement.
Messages remain attached to your organization so the history stays with the relationship.
Keep proposals and billing close by.
See proposal status and access the QuickBooks billing destination SBS has provided for your organization.
Find it later.
Documents, requests, close history and client communication remain accessible from the same workspace.
Visibility without chasing your accountant
See the monthly process while it is happening.
The portal makes the service visible: what SBS needs, what stage the close is in, what has been delivered, and what is waiting on you.
Pending records
See what information SBS still needs from your team.
In progress
Your accounting team is working through the documented close.
In review
The close has reached its review and quality-control step.
Delivered
The period is complete and your reporting is ready.
Built for sensitive financial information
A private client workspace, not a public file link.
Security is part of the service design, not an afterthought added to a shared folder.
Organization-specific access.
Portal access is tied to the client organization and the user’s role. Client workspaces are separated from one another.
Private document storage.
Files are held in private storage and downloads use short-lived signed links after authorization.
Important activity is recorded.
Key access and workflow events are written to the portal’s audit history so the relationship does not depend on somebody’s inbox memory.
The portal is included with recurring SBS service.
It is not a separate software product or an add-on fee. It is simply how SBS delivers an organized, visible monthly accounting relationship.
Better accounting should feel organized.
Start with a review of your books, systems and close process.