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Welcome to the Portal

What is the Portal?

On the Money Bookkeeping offers the clients the Portal. It is a service that allows clients to securely and conveniently upload documents and statements. This user-friendly platform ensures that sensitive information is protected, while also making it easy for clients to manage their financial documents.

With the Portal service, clients can save time and reduce paperwork by accessing and uploading files from any location at any time.

There are two ways to deposit files here.

  1. You can upload individual documents.
  2. ZIP a number of documents together and upload.

All you have to do is upload. It’s as simple as that!

on-the-money-portal
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