Vaxman
BOOKKEEPING

Client Portal

Securely exchange documents, review bills, and make payments.

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Vaxman
BOOKKEEPING

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BOOKKEEPING

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Vaxman
BOOKKEEPING
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⌘K
Viewing

Dashboard

Outstanding
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Collected
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Documents
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Active clients
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Recent documents

NameClientUploadedActions
No documents yet.

Documents

Bank statements, receipts, invoices — PDF, images, or spreadsheets. Stored privately, encrypted in transit.

All documents

NameClientFolderUploadedActions
No documents yet.

Bills

All bills

DescriptionClientAmountDueStatus
No bills on file.
Pay securely online by card or eCheck via the Pay now button. Payment details are handled directly by CPACharge and never touch our servers.

Clients

Invite a new client

All clients

ClientBusinessPhoneSince
No clients yet — hit Create → New client.
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Business details
Email
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Entity
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EIN
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Phone
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Address
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Linked contacts
Notes
Edit client

Contacts

Lawyers, CPAs, vendors — people in your orbit who aren't portal clients.

All contacts

NameTypeBusinessClients
No contacts yet — hit Create → New contact.
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Details
Type
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Business
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Email
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Phone
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Linked clients
Notes
Edit contact

Pay your bill

Amount due

By clicking “Pay securely,” I am authorizing Vaxman Bookkeeping to initiate a single ACH/electronic debit in the amount indicated from the bank account I designated above. I understand that this authorization will remain in full force and effect until the transaction is cancelled by me by contacting Vaxman Bookkeeping, or the ACH/electronic debit is processed from the designated account. I certify that (1) I am authorized to debit the bank account above and (2) the ACH/electronic payment I am authorizing complies with all applicable laws.

By submitting, you authorize Vaxman Bookkeeping to charge the amount shown using CPACharge. Card and bank details are entered into CPACharge secure hosted fields and are not stored by Vaxman Bookkeeping.