Client Login & Secure Document Upload
Use your approved Google account to access the MetaCall LP client portal and upload bookkeeping, accounting, tax preparation, ACH, payroll, and QuickBooks support documents.
Use only the Google email address approved for your MetaCall LP client file. If your email is not approved yet, access may be denied.
Before you upload
Use your approved Google email
The portal is intended for active or onboarded clients whose email has been approved for upload access.
Upload only business or tax documents
Send statements, receipts, invoices, payroll records, tax forms, ACH reports, and QuickBooks support files.
Confirm after upload
After uploading, send a short email or text letting us know the documents are ready for review.
Client protection note: This portal is for onboarded client document delivery. Do not upload documents unless MetaCall LP has requested them or approved your account.
Built for Trust
A safer, more organized way to send financial documents.
Sensitive bookkeeping and tax records should not be scattered across text messages and regular email threads. The client portal gives onboarded clients a dedicated place to send files for accounting review.
Google Sign-In
Clients sign in with Google, so this website does not need to store a separate client portal password.
Approved Client Access
Upload access is intended for active or onboarded clients using the Google email approved for their accounting or tax file.
Organized by Client File
Uploaded documents are organized for bookkeeping, tax preparation, ACH reconciliation, payroll review, and QuickBooks support.
Send the documents needed to complete your accounting work faster.
Upload clear files with useful names whenever possible. Example: 2026-01 Chase Checking Statement.pdf or 2026 Payroll Summary Q1.pdf.
Continue with GoogleBookkeeping Documents
Bank statements, credit card statements, receipts, invoices, bills, vendor statements, merchant reports, and expense records.
QuickBooks Support Files
QuickBooks exports, reports, backup support documents, chart of accounts questions, reconciliation notes, and cleanup lists.
ACH & Payment Records
ACH reports, returned payment notices, failed payment records, Stripe, Square, PayPal, Shopify, merchant deposits, and bank transfer details.
Payroll & Contractor Records
Payroll summaries, contractor payment records, 1099 support, payroll tax documents, benefits drafts, and employee reimbursement records.
Tax Preparation Documents
W-2s, 1099s, K-1s, tax organizers, rental property records, mileage logs, charitable documents, mortgage interest, and deduction support.
Business-Specific Records
Inventory reports, job-costing details, property records, repair logs, practice reports, project files, owner distributions, and industry reports.
What happens after you upload?
The portal is part of the accounting workflow. It helps us receive your documents, review them, and identify missing items more efficiently.
You sign in
Use the approved Google account connected to your MetaCall LP client file.
You upload documents
Send statements, receipts, tax forms, payroll files, ACH records, or QuickBooks support files.
We review the file
Documents are reviewed for bookkeeping, cleanup, reconciliation, tax preparation, or reporting work.
We follow up
If something is missing or unclear, MetaCall LP will request clarification or additional documents.
Help protect your information before, during, and after upload.
Good document security is a shared process. Use the approved login, upload only requested documents, and contact MetaCall LP if anything looks unfamiliar.
Check the website address
Use the official MetaCall LP website and avoid uploading financial documents through links you do not recognize.
Use your own Google account
Do not sign in through someone else’s account. Use the email approved for your client file.
Upload requested documents only
Do not upload unrelated personal records unless they are needed for your accounting or tax preparation work.
Ask if anything seems wrong
If your login is denied, the page looks unusual, or you are not sure what to upload, contact MetaCall LP before sending files.
If your access is denied
Access may be denied if you are not yet onboarded, your Google email is not on the approved client list, or you used a different Google account than the one connected to your MetaCall LP file.
- ✓Confirm you are using the correct Google account.
- ✓Contact MetaCall LP to request approval for a new or corrected email address.
- ✓Do not send sensitive documents through random links or unverified email requests.
Need access?
If you are a client and your email needs approval, contact MetaCall LP before uploading documents.
Return to HomeClient upload questions
Quick answers before signing in or sending documents.
Who can use this portal?
The upload portal is intended for active or onboarded MetaCall LP clients using the approved Google email address associated with their bookkeeping, accounting, or tax file.
What should I upload?
Upload the documents requested for your work: bank statements, receipts, invoices, ACH reports, payroll records, QuickBooks files, tax forms, or other support documents requested by MetaCall LP.
Why use the portal instead of email?
The portal helps keep sensitive documents organized in one upload workflow instead of spreading bookkeeping, accounting, tax, payroll, and ACH records across regular email threads.
What if I upload the wrong file?
Contact MetaCall LP and identify the file. If an updated document is needed, upload the corrected version with a clear file name.
Sign in with your approved Google account.
After uploading your documents, please send a short email or text to confirm the upload is complete.
Continue with Google