What You Can Access
After login, your account will show the tools and resources connected to your plan.
Enter Records
Track income, expenses, transfers, owner contributions, owner withdrawals, and other business activity.
View Reports
Access available bookkeeping reports, summaries, and monthly records based on your plan.
Answer Questions
Respond to unclear transactions, missing details, and bookkeeping review items.
Manage Your Account
View your plan, billing status, profile details, support requests, and account information.
Partner Tools
Bookkeepers, accountants, and approved partners may access client workflow tools, partner resources, and backend support requests.
New to BridgePoint?
Start by choosing the bookkeeping support that fits your business.
You can use DIY Bookkeeping, request monthly bookkeeping, or ask BridgePoint to review your needs.
Record Access and Security
Only submit records through approved BridgePoint intake, portal, or upload channels.
Clients remain responsible for keeping original receipts, invoices, ORs, statements, and official business records.
BridgePoint may request supporting documents only when needed to complete bookkeeping work.