Portal Communications Included – Weekly Response Time

Clear communication is the backbone of a smooth accounting experience. With our GOLD service package, you’ll receive weekly response time inside the client portal, ensuring your questions never go unanswered. We will acknowledge your message as soon as it comes in, and if a solution requires deeper review, a full follow-up may take up to one week.

If you ever need real-time discussion, Zoom meetings can be booked as an add-on, giving you the flexibility to connect more directly when needed. Prefer Email over our portal? You may upgrade to the Email Communication Add-On, which includes acceptance of our release of liability terms.

Benefits

External: Fast, consistent communication keeps your questions answered and workflow moving.

Internal: Security in knowing your accounting team is responsive and available.

The Bottom Line

With weekly portal communication built into your plan, you’ll stay informed, supported, and connected—without the overwhelm. It’s the perfect balance of responsiveness and structure, ensuring smooth collaboration as your business grows.