Employee Portal
Team sign in
Upload client worksheets and audit data, and pick up where you left off. Staff only.
Trouble signing in? Contact your admin.
Upload client worksheet
Accepted: .xlsx, .pdf, .csv. Each file is tied to a client record so nothing gets misfiled.
Files are encrypted at rest and visible only to your team.
🔒 This page is UI only for now. Real client-data uploads need a login and encrypted storage on a small backend (not static hosting) — that’s built in a later phase.