Your essential IkeepBooks documents
Welcome to the IkeepBooks document center. Here you'll find all the necessary forms to get started and securely upload your financial documents. We aim to make your accounting process as smooth and efficient as possible.
Onboarding documents
Welcome to IKeepBooksSolutions!
Thank you for choosing IKeepBooksSolutions. We're excited to support your business with accurate, reliable, and professional bookkeeping services.
Please download and review our Client Onboarding Packet, which includes important information about our services, policies, and the documents we'll need to begin working with you.
After you've completed and signed the required forms, simply reply to our email or use the private, secure document upload link we provide to submit your onboarding documents. This secure link is unique to your business and helps protect your confidential financial information.
Our onboarding process is designed to make your transition smooth, organized, and efficient, so we can begin managing your books with confidence from day one.
We look forward to partnering with you and helping your business succeed.
Secure Client Document Upload
Your privacy and the security of your financial information are our top priorities.
After you become an IKeepBooksSolutions client, you will receive a private, secure document upload link to your dedicated client folder. This secure link allows you to safely upload bank statements, credit card statements, payroll reports, receipts, and other bookkeeping documents.
All documents are handled with strict confidentiality and are used solely to provide your bookkeeping services.
Upon successful submission or upload, you will receive a confirmation receipt. If you have any questions or require assistance, please do not hesitate to contact us.