Client Portal
Secure access for existing FinSyncBK clients
For existing FinSyncBK clients, this portal provides secure access to document upload, shared files, monthly close requests, and support.
Client-only access
Use the secure link provided by FinSyncBK.
Please do not send private account details through public website forms. Sensitive onboarding items are handled through approved secure channels.
Secure file upload
Upload documents only through the secure upload link supplied by your FinSyncBK contact.
Secure upload link will be provided by your FinSyncBK contact.
Client files
Existing clients can open the secure file portal to access shared folders and delivered bookkeeping materials.
Open secure file portalSupport
Need help with access, monthly close requests, or a client support question? Reach the FinSyncBK team directly.
Contact supportComing soon
Client workspace features planned for future phases
Onboarding checklist status
Monthly close status
Delivered reports
Support request tracking