Securely send documents to Fortune Bookkeeping or access your Client Portal.
Choose the option that's right for you below.
Use this option to securely send documents without logging in. This is ideal for prospective clients, current clients who need to send something quickly, and professional partners sharing files with Fortune Bookkeeping.
Existing clients can log in to their secure Client Portal to upload documents, download shared files, and securely exchange information with Fortune Bookkeeping.
Please include your name and business name, if applicable, so we can identify your documents.
For prospective clients, please upload only the documents requested for your consultation or bookkeeping evaluation.
For your security, avoid sending confidential financial information through regular email whenever a secure upload option is available.
If you're unsure which option to use or need assistance accessing your client portal, we're happy to help.
Proudly serving clients locally in East Texas including Lindale, Tyler, Longview, Kilgore, and Mineola. Remote services available nationwide.