Clients and staff

The period report is for clients and staff

Drop a month or a quarter of cardlock paperwork in and get one report that says whether it all ties.

Why the sign-in

Your portal account opens it

There is no separate password for this. The account we set up for you in the client portal — the same one you use for invoices, messages and downloads — is the one that opens this page.

  • Takes statements, full statements, schedules and PT files together.
  • Works out what each file is - you do not have to sort them.
  • Checks every document against the others and names anything that differs.

Sign in to the portal Back to the home page

No account yet?

We set them up by hand.

There is no sign-up form — our office creates portal accounts, which is deliberate. Call or email and we will have you in the same day.

Contact us