Client area
Secure client portal
Exchange documents, review your financial reports and sign agreements, all with full confidentiality.
What you can do in the portal
- Upload your bank statements and receipts in one click
- View your monthly financial statements
- Electronically sign your agreements (engagement letter, contract)
- Communicate directly with your bookkeeper
- View your invoice and payment history
🔐 Access my Omnia dossier
Enter your email to receive a secure login link, valid for 20 minutes. No password to remember.
🔐 Portal access
Omnia Trade Solutions' client portal is securely hosted on your file's accounting platform (QuickBooks Online or Wave), with two-factor authentication.
📋 How to get access?
Your credentials are sent by email after signing your engagement letter. Don't have an account yet? Book a discovery call.
Already a client? Log in directly via QuickBooks Online or Wave.