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Client Portals vs Bookkeeper/CPA Portals
Client Portals vs Bookkeeper/CPA Portals

Where your clients log in is different than where you login

Louryn Butler avatar
Written by Louryn Butler
Updated over a week ago

Client portal- This is the portal for the clients of Bookkeeper/CPA level subscribers.

If you want to give your clients access this is the portal you would direct them to login at.

Bookkeeper/CPA portal- This is where users with annual BK/CPA and Lifetime plans would login to manage their client lists.

How to find the login landing pages from the website:

Bookkeeper/CPA portal- From the homepage click "Sign in"

You will notice the URL will say "accountant" when in this portal

Client portals- From the homepage scroll to the footer at the bottom and click "Pro Version Login"

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