- Sign in to your portal - Have your payment method ready (credit card, bank info, etc.) - Look in the Invoices or Billing tab — your accountant lets you know via email when an invoice is ready

- Open the Invoices tab in your portal - Click the invoice you want to pay - Review the invoice details: line items, amounts, due date - Click Pay Now - Choose your payment method: - Credit/debit card (most common) - Apple Pay or Google Pay (mobile) - ACH bank transfer (lower fees, slightly slower) - Enter payment details — the secure payment sheet handles this; we never see your card number - Confirm — payment processes; you see a confirmation screen - Receipt arrives via email; invoice flips to PAID; if your portal was locked due to unpaid invoices, your accountant will manually unlock once all invoices are clear

- Payment is processed securely by your accountant's chosen payment processor (Stripe, Square, etc.) - We never store your card number — it goes directly to the processor - For partial payments, contact your accountant; the system supports it but they record it manually - Once all your invoices are PAID, your accountant unlocks the portal — usually within a business day

- Card declined: try a different card; or contact your bank (large invoices sometimes trip fraud alerts) - Payment showed in your bank but invoice still unpaid: sometimes there's a delay; contact your accountant if it doesn't reconcile within a day - Portal still locked after payment: your accountant unlocks manually after confirming payment — give them a business day, then nudge

- Welcome — first time signing into your portal - (Contact your accountant for billing questions — they're the source of truth)