Harper & Associates

Secure client portal

Upload documents, track submission status, and receive reminders. AI extracts and validates your files so your accountant spends time on advice — not re-keying data.

• Encrypted submissions

  Upload directly to your practice — no attachments in inboxes.

• Automated reminders

  Missing documents trigger reminders before your deadline.

• AI-assisted processing

  Invoices and statements are classified and extracted automatically on upload.

• Audit trail

  Every upload and review is logged for your records.