Client accounts
Each client can see their company, open projects, payment status, file requests, and progress updates.
Client portal
One accounting workspace for tasks, updates, and answers.
Best Numbers gives clients one place to see what is happening, answer QuickBooks or bookkeeping questions, upload requested records, and keep every update attached to the right project.
Project boardClient view
Company setupIn review
72%Bank reconciliationWaiting on statements
45%Payroll recordsReady for review
91%Document requests
Bank statements, receipts, invoices, payroll records, tax documents, and owner details can stay tied to the right work.
Best Numbers comments
Transaction questions and client replies can stay attached to a project, filing, task, or document.
Progress tracking
Clients can see what is not started, waiting on them, in review, filed, or complete.
Payment requests
Deposits, balances, and task charges can be shown clearly next to the project they belong to.
Important direction
Use the website for access. Use the portal for sensitive information.
The public site explains services and routes new requests. The portal is where sensitive business records, tax documents, IDs, financial statements, payroll records, and owner details belong.
Best Numbers note
Please upload the missing bank statement before we close the month.