Get started with us

You're heading to our secure client portal

You'll be redirected to Fintacs, our secure client portal. If you don't already have one, create your account, then share your details and pay the one-time retainer fee that secures our commitment to your work — about 15 minutes from start to finish.

The retainer is fully applied to your first invoice — it's not an extra cost. Once you're done, you'll land in your dashboard and can start your first service right away.

I understand that the retainer is non-refundable.

Learn more about the retainer fee

• Adjustment against first invoice. This retainer fee is not an additional cost. It will be fully adjusted against your first invoice, effectively applying it toward the services you receive.
• Non-refundable policy. The retainer fee is non-refundable. It protects both parties by ensuring that we can allocate our resources confidently to your needs without the risk of discontinuation after initial efforts have begun.
• Our commitment to you. By securing this retainer, you're not just hiring our services — you're gaining a partner dedicated to your financial well-being. We start every relationship with transparency and dedication.

Start Onboarding in Client Portal

You're heading to our secure client portal

You'll be redirected to Fintacs, our secure client portal. Please create an account, then follow the guided steps to share your information and upload your documents.

Once your information and documents have been submitted, our team will review everything and reach out to you with the next steps.

Upload Files in Client Portal