Clients and staff
The statement reader is for clients and staff
Read a quarter of network statements and split them into what you collected and what you paid.
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.
- Reads the Statement Summary Report straight from its PDF, in your browser.
- Nine ten-day statements make a quarter, three make a month - and it says which ones are missing.
- Saves an audit workbook where every total foots to the statement it came from.
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.
- Phone (530) 592-5046
- Email info@taxtraks.net
- Hours Monday - Friday, 8:00 AM - 5:00 PM PT