Secure Access
Access your financial documents, track project progress, upload files, and stay on top of every deadline, all in one secure place.
Quick Access
After your engagement letter is signed, we provision a private SharePoint workspace for your practice and email you the link. Each client has their own isolated portal — only you and our team can ever access it.
Your portal URL is sent by email after onboarding.
Hosted on Microsoft 365 SharePoint. Format example: https://solaifinancial.sharepoint.com/sites/Portal-…
Can't find your link? Check your welcome email from adamatmar@solaifinancial.com, or request a new copy below.
Securely submit bank statements, financial records, receipts, and any other documents our team has requested.
Upload Now →Each client has their own isolated portal. You can only see your own documents, tasks, and deadlines. No other client can access your data, ever. Hosted on Microsoft 365 with enterprise-grade encryption.
Can't access your portal? Have questions about a document? Reach out anytime. Same-business-day response guaranteed.
Contact Us →Everything in One Place
Financial statements, reports, and bookkeeping records, organized by year and category.
Submit bank statements, receipts, invoices, and any requested documents through our secure form.
See the status of every active engagement: monthly bookkeeping, financial reporting, QB migration, and more.
Stay ahead of monthly closes, quarterly reviews, and compliance deadlines with clear due dates and status tracking.
Access your billing history, see current invoices, and track payment status.
All data is encrypted and hosted on Microsoft 365. Enterprise-grade security for your financial information.
Can't find what you're looking for? Having trouble accessing your portal? Our team is here to help.
San Diego, California • Same-business-day response