Everything at your fingertips
Your portal is a true hub for communication, accounting and organization between you and our firm. Here is what you will be able to do:
Direct communication
Message our team in real time, in one organized thread. No more lost emails or unanswered messages.
Organized documents
Upload and download files securely. All your documents stay neatly foldered, with permanent access whenever you need them.
Your books, up to date
Review reports and financial statements, follow your bookkeeping and understand your business health with always-current data.
E-signature
Sign engagement letters, ACH authorizations and forms legally in seconds, no printing or scanning.
Invoices and payments
View invoices, pay securely and check your payment history right from the portal, whenever it suits you.
Tasks and requests
Always know what we need from you. Smart checklists and organizers guide you step by step so nothing is missed.
Real-time tracking
See where every job stands, your return, your books, your projects, without having to call and ask.
Complete privacy
Your data is encrypted with the same technology banks use. Only you and our team have access.
Your operations hub
Everything in one place.
A private, encrypted space to share documents, e-sign, pay, and message our team, 24/7.
Your first login, in 3 steps
- 1
Get your invite
We will send you an invitation email from Top Pro Accounting with your personal link.
- 2
Create your password
Click the link and choose a secure password. It takes less than a minute.
- 3
You are all set
Now you can message us, share documents, review your books, sign and pay anytime.
Good to know
Common questions
Quick answers about access, security, and getting started. Still stuck? Email us and we will help.
Let's talk
Do you want to boost your business?
Drop us a line and keep in touch. We'd be happy to help.
Pick a time that works and talk through your situation with an expert.