Brown Accounting Services, LLC · Arizona
A clearer picture. A lighter load.
Your documents, questions, and next steps—all together.
Demos use fictional data only.
Good day, Sunset Ridge Farms
Your documents, questions, and next steps—all together.
3
Requested
documents still needed
60%
Reviewed
12 of 20 documents
$425.00
Balance due
Invoice #1042 · Bookkeeping
87
AI credits
Resets Oct 1
Still needed
Add documents- September bank statementBookkeeping
- Equipment repair receiptsBookkeeping
- Q3 payroll summaryPayroll
Recent activity
- August books reviewed · 3 entries reclassified
- Invoice #1042 issued · Monthly bookkeeping
- 2024 tax organizer completed
Illustration only—demos use fictional data.
Services
What we help with
Bookkeeping
Organized books month after month, so you always know where your money stands.
Tax preparation
Individual and business returns prepared carefully, with documents gathered in one place.
Ongoing guidance
Year-round answers and planning from people who know your situation.
How it works
Three simple steps
- 1
Share documents
See exactly what's requested and add it to a private document center.
- 2
We review
Your accountant reviews each item and asks for clarification when needed.
- 3
Settle up
View invoices and receipts in one place. Hosted checkout when enabled.
Privacy by design
These are the controls the portal is being built around. They describe intended design, not a certification, and the portal is not yet open to real client intake.
- Invitation-only client access with multi-factor sign-in
- Documents held privately and checked before anyone can open them
- Each client sees only their own records; staff see only assigned clients
- Staff-only notes kept apart from anything a client can read
- Tax identifiers are not collected in this initial release
- Sensitive actions recorded in an access history