Journals & Ledgers offers our clients a free and secure client portal, powered by Citrix ShareFile, accessible via desktop or mobile app. Utilizing the client portal ensures your receipts are always at your fingertips, streamlining expense management and enhancing compliance with financial regulations.  

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Storing receipts electronically offers several key benefits including:

• Easy Access and Organization – Efficiently retrieve and organize receipts without worrying about losing paper copies.
• Improved Security – Digital storage reduces the risk of loss, theft, or damage compared to physical receipts.
• Tax and Audit Readiness – Having receipts stored electronically simplifies tax filing and audits, as all necessary documents are readily available.
• Better Compliance and Recordkeeping – Ensures compliance with financial regulations and maintain accurate records.
• Automated Backup and Recovery – Digital storage ensures that receipts are backed up and recoverable in case of loss or system failure.
• Easy Access and Organization – Efficiently retrieve and organize receipts without worrying about losing paper copies.

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If you are interested in utilizing the client portal, please reach out to your Account Executive and they will make sure you can enjoy the benefits of digital receipt storage. If you already have access, click here for step-by-step instructions on how to use all of the client portal features.

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