The practical details, answered clearly.

Complete the short fit form to share what your business needs. Your answers determine the recommended next step, which may be a 15-minute fit call or guidance toward another starting point. Service access begins only after the applicable plan and onboarding steps are confirmed.

The fit form asks for basic contact, business, service, and timing information. If you move forward, the onboarding workflow identifies the records and connections required for your selected scope. Sensitive financial documents should be shared through the secure client portal, not the public fit form.

New prospects can book through the fit process. Existing clients can open Appointments in the portal to use the configured scheduler and review upcoming or past meetings.

The portal accepts the document types shown in each uploader. Common supported formats include PDF, images, and spreadsheet files, but the exact types depend on the workflow. The uploader validates the selected file before finalizing it.

Yes. Each uploader displays the applicable limit because general documents, images, bank statements, and other workflows can use different maximum sizes. If a file is rejected, use the limit shown in that uploader or contact the team before attempting another transfer method.

Documents retain their name, category, upload date, and other workflow context in the portal. Available categories and filters help narrow the library, while tax-specific views surface records relevant to the filing workflow.

The Tomas Financial team can create a request with a due date and description. You can open Document Requests, upload the requested file against that exact item, and follow the status as responsibility moves back to the team for review.

Available reports depend on your plan, permissions, and connected data. The portal includes views for Profit & Loss, Balance Sheet, cash flow, transactions, comparisons, and other report workflows. A report can be empty or unavailable until the required source data has been connected and reviewed.

Reports use the latest source data available to the portal. QuickBooks and bank information may need a successful sync, and manually entered records need to be saved before they appear. A refreshed report is not automatically a completed or professionally reviewed close.

Yes, where comparable source data is available. The comparison workflow lets you review selected periods side by side. Confirm the close and review status before using a comparison outside the business.

Use the export control shown on the applicable report or open the report export workspace. Supported formats vary by report and can include PDF or CSV. Scheduled delivery is also available for supported generated reports when the required QuickBooks connection is active.

No. An export is a point-in-time snapshot of the data available when it was generated. It becomes a reviewed deliverable only after the applicable close, reconciliation, and review steps have been completed by the responsible team.

A report can change after a source sync, reconciliation, journal entry, document update, or review adjustment. If you need a report for an external deadline, ask the team to confirm the covered period and review status first.

Open Billing, then Invoices, to review the invoice history available for the selected company. Available actions can include viewing, downloading, or opening the applicable payment workflow.

Online checkout currently accepts major credit cards through Stripe. Any additional payment method shown later in the Stripe billing portal is processed and stored by Stripe; Tomas Financial does not store full card numbers on its application servers.

Open Billing, then Payment Methods. You can review saved cards and use the Stripe billing portal to add or replace a payment method. The billing page identifies whether a default method is on file.

The portal shows the effective cancellation date before confirmation. Your selected billing period and signed engagement documents control the exact service term. Contact the team before cancelling if you have an active filing, cleanup, or other time-sensitive workstream.

Open Billing & Services to review the services available for the selected company. Some items are recurring add-ons and others are one-time services. The portal shows the applicable price and checkout or request path before anything is added.

Open Appointments and choose Schedule Appointment. The embedded scheduler uses configured availability and sends the booking details through the connected scheduling service.

Use the controls in the calendar invitation or contact the team if a change is needed. The portal shows appointment status and history, but the options available for a specific booking are governed by the connected scheduler.

A public fit call is scheduled for 15 minutes and focuses on scope, timing, and fit. Client meetings vary by plan and purpose. The booking details identify the meeting type and expected duration.

The scheduling workflow provides the location or meeting link for the selected appointment. Review the invitation for the exact format before the meeting.

The application uses authenticated access, company-scoped authorization, protected provider connections, upload validation, and database access controls. Security is a continuing operating responsibility, not a blanket certification. See the Privacy Policy for current data-handling disclosures.

Access is limited by account, company, role, and service responsibility. Authorized members of your company can be managed through Team settings, and Tomas Financial personnel receive access according to their assigned role and the work they are responsible for.

Open Settings, then Security, and choose Enable MFA. The portal opens your managed sign-in profile, where the methods available for your account can be configured.

Contact the team immediately. Open Settings, then Security, to review recent authentication activity, sign out other sessions, and open your managed sign-in profile to update account security.

No automated model approves bookkeeping, selects tax positions, or makes financial decisions. The AI Call Assistant supports call intake, scheduling handoff, lead capture, and routing without receiving connected bank-account data, bank feeds, tax records, or financial reports. A separate, user-initiated receipt scanner can send the receipt image you choose to submit to OpenAI to propose data-entry fields. It does not connect to bank accounts or bank feeds, and its proposed fields require review. Manual expense entry remains available.

Open Settings, then Data & Privacy, and choose the readable account export. The downloaded HTML file is designed for review and includes a raw data appendix for portability.

Open Settings, then Profile, to update the portal display name, phone number, job title, or bio. Your primary sign-in email and other identity settings are managed through the linked sign-in profile.

Open Settings, then Profile, and choose Manage Account in Clerk. Email changes and verification are handled in that managed sign-in profile.

Use Notification Settings to manage email, in-app, and supported push preferences by notification type. Communication settings contain product-update, tip, summary, SMS, and preferred-contact controls. Essential transactional notices can still be sent when required for the service or account.

Open Settings, then Data & Privacy, and follow the account deletion workflow. Active application data is scheduled for deletion within 30 days, subject to legal, backup, tax-record, and provider retention requirements identified in the policy and deletion flow.

Open Settings, then Connected Accounts, and choose Connect for QuickBooks Online. You will be redirected to Intuit to authorize the connection for the selected company.

The connection can sync company information, reports, transactions, and related accounting data used in supported bookkeeping and reporting workflows. The application also contains bounded writeback workflows for approved journal entries, invoices, bills, or expenses; those actions require an explicitly authorized workflow and are not automatic AI decisions.

Use the disconnect control for the selected company. The application removes the local connection and cached QuickBooks data and requests token revocation from Intuit. You can also revoke access directly in Intuit if provider confirmation is required.

The Connected Accounts page can surface supported bank connections, Stripe billing, and Cal.com scheduling alongside QuickBooks. Availability depends on company state and provider configuration.

Books & Tax and Full Service include tax preparation and filing coordination, quarterly estimate preparation, and 1099 tracking within the applicable plan and engagement scope. Standalone or out-of-scope returns are quoted separately.

Open the 1099 workspace to review the available contractor, payment, document, and status workflows for the selected company. Filing responsibility, included forms, and deadlines must match your engagement scope.

Use the Tax Calendar and the deadlines assigned to your filing workflow. Dates depend on entity type, tax year, elections, extensions, and jurisdiction, so confirm an external deadline with the team before relying on a general calendar entry.

Upload the complete notice through the secure portal and contact the team promptly. The team can confirm whether review or response support is included or requires a separate engagement. Do not wait for a portal reminder when the notice states a response deadline.

The organizer gathers the business, filing, deduction, credit, document, and other context required before preparation or review. It is an intake workflow, not tax software and not a substitute for professional review.

The main Documents area is the full file library. Tax Documents narrows the view to files relevant to the tax workflow so filing inputs can be reviewed without searching through every business document.

The Tomas Financial team updates the filing workflow as work moves through intake, preparation, review, client action, filing, and completion. If a status looks stale or urgent, open a support request instead of assuming the next step is complete.

Expenses can be entered manually and categorized to the chart of accounts. Imported transactions may use explicit company rules for recurring descriptions, with review and correction available before the bookkeeping work is treated as complete.

Reconciliation compares the accounting records with the applicable bank or card statement for a period. The workspace helps match transactions and surface differences, while the responsible team owns completion according to the plan and close status.

Recurring plans include monthly reconciliation for the connected accounts in scope. Completion timing depends on receiving the statement, successful source access, and resolution of any missing or ambiguous items.

Yes. Authorized users can open the chart-of-accounts workspace to review the current structure. Changes should be coordinated with the responsible bookkeeping team because account edits can affect reports and reconciliation.

It means the close is waiting for a client action, such as a missing statement, document, answer, approval, or transaction detail. Open the related item so the team can continue without guessing.

Books are current through the period shown only when the monthly close and required reconciliations are complete and unresolved review items are cleared. The bookkeeping overview identifies the current-through period and close state.

QuickBooks is accounting software. A Tomas Financial plan combines supported accounting connections with recurring service work, a visible request and close process, reporting, and plan-specific tax or cash flow support. You are paying for defined service delivery as well as portal access.

Size alone does not decide fit. Recurring support is most useful when you need cleaner records, a dependable monthly close, clearer reports, or fewer owner hours spent coordinating financial administration. The fit process can identify whether the current plans match your volume and scope.

A software subscription gives you tools to operate. The monthly plans combine software-supported workflows with recurring bookkeeping service, reporting, portal coordination, and the support included in the selected tier. The pricing page states the plan scope and limits before onboarding.

Catch-up bookkeeping is available as a separate one-time service. The scope depends on the number of periods, connected accounts, source quality, and unresolved items. After catch-up work is complete, the recurring monthly plan begins from the agreed current period.

The model combines scope-defined monthly plans, a secure client portal, visible ownership, supported accounting connections, and direct human responsibility for financial review and judgment. Plan details and response rhythms are published before the relationship begins.