Client portal
One secure place to share documents, review your books, sign what is waiting, and settle an invoice.
Your logins, one place
Every tool we share with clients, a click away. Bookmark this page and you will never hunt for a login again.
Secure document exchange
Upload tax documents and download finished returns through your encrypted client folder.
QuickBooks Online
Review your books, bank feeds, and reports whenever you like.
Payroll portal
Pay stubs, W-2s, and payroll records for you and your team.
Make a payment
Settle an invoice by card or bank transfer, or ask us for a payment link.
Trouble signing in?
No invitation yet, a password that will not cooperate, or a document you cannot find: it happens, and it is quickly fixed. Call or email and a real person at Whitmore & Vale will put it right, usually the same day. Portal invitations go out during onboarding, and we can resend yours in minutes.
- (123) 456-7890
- hello@whitmorevale.example
- 112 Meridian Row, Suite 400, Savannah, GA 31401
Not a client yet?
Schedule a consultation and we will have your portal invitation ready before your first document is due.