from Brightwater CPA · to sarah@kestrelmfg.example

Your Brightwater CPA client portal is ready

Hi Sarah,

We've set up a secure place for the documents we send each other — your tax return, the things we need from you, and your invoices, all in one spot.

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BCBrightwater CPA

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BCBrightwater CPA SM Sarah MitchellClient portal

Welcome back, Sarah

Everything we need from you, and everything we've sent you, is on this page. We'll add new items here as they come up.

1 document waiting for payment Kestrel Manufacturing LLC 2025 Form 1120-S — final · $1,450.00 due

1 document to sign Kestrel Manufacturing LLC 2026 Engagement Letter

4 documents requested Kestrel Manufacturing LLC Upload what's needed to keep things moving.

Your 2025 organizer Sarah & Daniel Mitchell Started · 6 of 14 sections done

Your to-dos 2 open

Confirm the new forklift purchase date

Send us the updated shareholder address

Approve the Q3 payroll summary

Home Documents Invoices

BCBrightwater CPA SM Sarah MitchellClient portal

Everything we need from you, and everything we've sent you, is on this page.

You're all caught up — nothing needs your attention right now. We'll post new work here as it comes up.

Home Documents Invoices