Client Portal

Securely access your financial documents, upload files, and sign agreements — all in one place.

How to Access Your Portal

Check your email

You will receive a secure portal invitation from Balance n' Pay when your account is ready.

Accept the invitation

Click the link in your email to set up your personal account and access your private portal.

Sign in to your portal

Use your email address or sign in using a secure magic link. No extra software needed.

Access your files & documents

View your shared files, messages, invoices, contracts, and project updates — all in one place.

Click below to go directly to your secure client folder.

You must use the email address that received your portal invitation.

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Shared Files

Financial reports, statements, and documents shared by our team

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Messages

Secure direct communication with your bookkeeper

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Invoices & Contracts

View, sign, and manage your service agreements and payments

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Documents from You

Upload your files here for us to review

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Project Updates

Stay up to date on your bookkeeping and payroll progress

Need help accessing your portal? Contact us at support@balancenpay.com and we'll get you set up right away.