Qount Client Portal Software - Your Secure Hub for Financial Clarity

Managing your business finances should be simple, transparent, and accessible whenever you need it. With the Qount Client Portal for A Bigger Bottom Line, you get a secure, digital hub that connects you directly to your financial reports, messages, To Do items, and even SMS communication with our team. From Onboarding, Collaboration, Document Management, Tasks, Workflow, Payment Processing, and Signing Documents, everything is in one place. This creates a fully

integrated experience for working with your accounting team in a secure environment where your data is safe. Stop looking through emails to find what you need; get into Qount and harness the power of your backend bookkeeping team.

Through the Qount Client Portal, you can:

• View real-time financial dashboards and reports

• Securely message our team for questions or updates

• Review, interact with, and complete To Do items

• Access important documents anytime, including shared files and statements

• Communicate via SMS directly with our team for fast responses

The portal centralizes everything you need to stay informed and in control of your financial data.

All programs include access to our Client Portal powered by Qount, giving you a secure, centralized online workspace to manage communication, documents, tasks, approvals, and financial collaboration with A Bigger Bottom Line.

This is far more than a basic file-sharing system. It serves as your digital back office for working with our team and keeping your accounting information organized, protected, and accessible year-round.

Your Client Portal includes:

• Secure Messaging for protected communication with our team

• SMS Text Messaging for quick questions and timely support

• Mobile App Access so you can stay connected and respond on the go

• To Do’s to track open items, requests, and responsibilities

• Document Folders for organized storage of financial records and important files

• E-Signatures for fast, secure signing of documents and approvals

• Shared Access Vault for storing and securely sharing sensitive information

• Billing & Payment Updates so you can stay informed on account activity

• Financial Report Access to view reports and key deliverables in one place

• Questions and Collaboration Tools to keep communication tied directly to the work being done

• Links to Resources and Support Materials so your team has access to helpful information when needed

The Qount Client Portal is used to view financial reports, message securely, review and interact with To Do’s, and communicate with our team by SMS text messaging. It also provides a full document management platform, along with e-signatures, questions, a shared access vault, and links to all your resources, so you have an entire backend office managed for you for your accounting needs.

This structure helps eliminate scattered emails, disorganized files, and missed requests by keeping everything in one consistent system. It also helps ensure you are always prepared for year-end, tax season, audits, and ongoing financial review because your information remains secure, organized, and readily accessible.

We have also created a variety of how-to resources covering different areas of the portal, so clients can better understand how to use its features and get the most from the system.

The Bottom Line:

Your Client Portal gives you a secure, organized, and efficient way to work with your accounting team. With messaging, documents, tasks, signatures, vault access, reports, and mobile connectivity all in one place, you gain the convenience of having a professionally managed backend office at your fingertips.

Learn more about the many features of the Qount Client Portal here.