The Troy Accounting Client Portal.
Secure access to your books, tax filings, documents, payroll reports, and direct messaging with your account team. Available 24/7 on any device.
Sign in to your account
Enter your credentials to access your engagement workspace, documents, and communications.
Everything you need, in one place.
Documents & Filings
Tax returns, financial statements, payroll reports, K-1s, and any other documents we have prepared, indexed and searchable.
Real-Time Financials
Monthly P&L, balance sheet, and KPI dashboards updated as soon as your books close. No more waiting for emailed PDFs.
Deadline Tracker
Your custom tax calendar, payroll filing schedule, and engagement milestones. Always know what is coming up and when.
Direct Messaging
Talk to your account lead and team directly. All conversations are tracked, searchable, and auditable.
Encrypted File Exchange
Upload sensitive documents securely. Bank-grade encryption in transit and at rest. No more emailing tax forms.
Invoices & Payments
View, download, and pay your monthly engagement invoices. ACH and card supported. Automated receipts.
Built on the same security standard our firm operates on.
The portal infrastructure mirrors the controls described in our Security & Trust Center. Every login, every document, every message is protected end-to-end.
End-to-End Encryption
TLS 1.3 in transit, AES-256 at rest. Your documents never touch unencrypted storage at any point in their lifecycle.
MFA Required
Multi-factor authentication is required on every account. Authenticator app, SMS, or hardware key supported.
Audit Logging
Every action in your portal is logged with user, timestamp, and IP. Logs retained for seven years and available to you on request.
Role-Based Access
You control which team members at your company can see what. Owner, finance, HR, and read-only roles available.