Client Portal — AccFin Inc. | Secure Document Exchange

How it works

Three simple steps

1. Open your invitation email

When we set up your portal access, you receive an email from Microsoft SharePoint on our behalf with a secure link to your personal folders. Bookmark that link — it's your permanent door into the portal. Can't find it? Check your junk folder, or ask us to resend it below.

2. Verify with a one-time code

Enter the email address we invited (the one where you received the invitation). Microsoft emails you a short verification code — type it in and you're signed in. No password to remember, no account to create, no cost to you.

3. Use your two folders

"01 – From AccFin" is where your completed statements, returns, and letters appear. "02 – Upload Your Documents Here" is where you drop everything you need to send us — far safer than email attachments. Only you and AccFin can see your folders.

Access

Lost your portal link?

Your portal link is personal to you, so it arrives by email rather than living on this page. If you can't find your invitation, we'll resend it within business hours.

Email us to resend my link WhatsApp us

Not a portal user yet? Portal access is set up free of charge for AccFin clients — contact us or mention it at your next appointment.

Help

Common questions

This usually means the browser is signed in to a different Microsoft account (for example a work or family member's account). Click "Sign in with a different account" and enter the exact email address we invited, or open your invitation link in a private/incognito window. If it still doesn't work, ask us to resend your link.

Check your junk or spam folder for an email from Microsoft SharePoint sent on behalf of AccFin. If it isn't there, the invitation may have gone to a different email address — contact us with the address you'd like invited and we'll send a fresh link.

Yes. The portal runs on Microsoft 365, the same platform used by banks and governments. Files are encrypted in transit and at rest, access requires verification against your email address each time, every access is logged, and your folders are visible only to you and AccFin — never to other clients. It is far more secure than sending documents as email attachments.

Put everything you're sending us — statements, slips, receipts, agreements, photos of documents — into "02 – Upload Your Documents Here". PDFs and clear photos both work. Anything we've prepared for you appears in "01 – From AccFin". If you're unsure whether we've received something, just message us on WhatsApp.

No and no. You sign in with a one-time code sent to your email each time — no account creation, no password, and no cost. If you already use Microsoft 365 at work with the same email, you can simply sign in with that account instead.