Prime Accounts Client Portal

Bookkeeping Submissions

Income

Income / Revenue

Submit deposits, sales receipts, and other incoming funds using the updated revenue form.

Open Income Form

Expenses

Receipts / Expenses

Send your expense receipts with dynamic entry rows and a confirmation step before final submission.

Open Receipts Form

Client Tools

Invoice

Invoice Generator

Create a professional invoice, generate a PDF, and send it by email.

Open Invoice Generator

New Client Setup

If you are a new customer and have never ordered services from us before, please complete the applicable setup form(s) before sending bookkeeping information.

Personal

New Client Information

Provide your personal client details so our team can identify and contact you correctly.

Open Personal Form

Business

Corporation Information

Submit your corporation details if we do not yet have your company information on file.

Open Corporation Form