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Client portal.
Open your books and business tools. Access is by invitation only — your data stays private to you and the people you choose.
What’s inside
- Books
- Business vs. personal, sorted
- Taxes
- Schedule C draft, 1099s
- Money
- Invoices, bills, reconciliation
- Savings
- Cost-cutting tracker
- Documents
- Tax packets for your CPA
How to sign in
Three steps.
1
Get invited
We add your email to your books. Your accountant or team can be invited too, as view-only or with editing rights.
2
Sign in
Open the link and sign in with the email we invited. First time? Create a free account with that same email.
3
Bookmark it
Your books open in the same place every time, on your phone or computer. Every change is saved and logged.
Trouble getting in? Call 346-244-1386 or email nick@sadikutech.com.