Our Client Portal, Karbon, is built to make managing your financial documents simple, secure, and stress free. Everything you need to stay organized, connected, and up to date lives in one place.
Ready to get started?
How To Use The Client Portal
Why the Client Portal is a Better Way to Connect With Us
At Pivot Bookkeeping, we believe that sharing your financial information and working with your accounting partner should feel simple and secure. That is why we use Karbon to keep you organized and in control.
- Secure Document Sharing: No more email attachments or messy file threads. With advanced encryption, your data is safe and only accessible to you and our team.
- Always Up to Date: Your services, deadlines, and reminders are updated in real time so you always know what is happening.
Access Anytime, Anywhere: Log in from your phone, tablet, or computer. Your financial team is always just a click away.
What You Can Do in the Portal
With the Pivot Bookkeeping Client Portal, you can:
- Upload receipts, invoices, and other financial documents securely.
- Use the built in messaging system to communicate directly with your Pivot team.
- Stay on top of deadlines and tasks with clear reminders.
- Securely e sign documents, forms, and tax returns.
How to Use Your Pivot Client Portal
We have designed your portal to make managing your financial tasks simple, secure, and convenient. Here is how to get started:
Step 1: Log In
Receive Your Magic Link:
You will receive an email with your first actionable task and a “Manage Checklist” link.
Important: You must complete the portal registration using the device and browser where you first clicked the magic link.
- If you open the link on your mobile device, complete registration on that device.
- If you open it on your desktop, finish the registration on that desktop.
- If you switch devices or browsers, the link will no longer work. This is a security measure to protect your information.
Create Your Login:
- In the portal, click “Log In” on the left menu.
- Enter your email and create a secure password.
- Confirm your account by clicking the link in the verification email.
Access Anytime:
Log in anytime at: https://clients.karbonhq.com/ca2/3w28GQtNQYc/login
Step 2: View and Complete Tasks
- Your tasks are organized in a checklist. Click each task to see instructions and any related document requests.
- Mark tasks as “Complete” when done to keep everything on track.
Step 3: Upload Documents
- Upload files securely by clicking “Upload Documents” in the checklist.
- You can drag and drop or select files manually.
Step 4: Communicate with Your Team
- Use the comment feature in the portal to ask questions or provide updates.
- All messages are stored in one place for easy reference.
Step 5: Stay Organized
- Your portal centralizes tasks, messages, and document uploads.
- Use it to stay up to date on deadlines and review past tasks and documents whenever you need.
Frequently Asked Questions
1. How do I log in for the first time?
You will receive an email with your first actionable task and a “Manage Checklist” link.
Click the link and complete registration on the same device and browser where you opened it.
Then select “Log In” on the left menu, enter your email, and set a secure password.
2. What happens if I forget my password?
Click “Forgot Password” on the login page and follow the instructions to reset it.
If you need help, email us at admin@hellopivot.ca.
3. Is my information secure?
Yes. Your data is protected with advanced encryption. The portal uses device-specific magic links
and other security measures to keep your financial information safe.
4. Can I use the portal on my phone?
Yes. The portal is mobile friendly and works on any device. Just complete registration on the
device where you first opened the magic link.
5. How can I contact the Pivot Bookkeeping team?
Send us a message through the secure portal messaging feature or email us at
admin@hellopivot.ca.
6. What if I need help using the portal?
We are here to help. Reach out to us for a quick walkthrough or any support you need.
Need Assistance? We’re Here to Help.
If you have questions or need help getting started, our team is ready to support you.
Email us: admin@hellopivot.ca