Client portal
Send us your bookkeeping records, build invoices, and start as a new client.
Sign in
For clients with an account.
Sending us income and expense records needs an account. Accounts are set up by Prime. Call or email us if you need one.
What you can do here
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Income and revenue
Deposits, sales receipts and other incoming funds.
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Receipts and expenses
Expense receipts, with a review step before anything is sent.
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Invoice generator
Build a tax-ready invoice for your own customer, as a PDF or by email. No account needed.
New to Prime
Open your file with us before sending bookkeeping records. Every setup form is on the Forms page.
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New client profile
Your name, address, phone and email, so we can open your file.
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New corporation
Your corporation’s details, if we do not have them on file.