Client Workspace (Client Portal)
LB&T encourages all clients to use our secure Client Portal, accessible via both web browser and mobile application.
Our Client Portal is powered by OwnCloud, providing a safe, private, and centralized space for all of your information and communication with our team.
Download Owncloud For Android Users Download Owncloud Desktop Download Owncloud Apple Users
Alternative Portal Access (MEGA)
LB&T also offers an alternative secure client portal through MEGA for clients who prefer or require a different access option.
Please note:
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The MEGA portal is a temporary alternative solution
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Once the LB&T mobile application is completed, all client access will be consolidated into a single application download
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At that time, the MEGA portal option will be retired in favor of one unified, secure platform
Sign-up for MEGA
Connect to Mr. Johnson (admin) in MEGA
Secure Document Management Upload, download, and store documents safely Access your files anytime, anywhere Keep all records organized in one place Private Communication Securely message LB&T team members Share sensitive information with confidence Video Meetings Meet with your assigned team members directly through the portal Private Appointment Calendar Book appointments using your client-only calendar Receive priority scheduling over public booking systems Bypass general availability for faster access to our team We Use the Client Portal Enhanced security for sensitive financial data Faster communication and response times Reduced email clutter and lost attachments A smoother, more organized client experience Access Anytime, Anywhere The LB&T Client Portal is available: On desktop through your web browser On mobile through supported applications Once your account is created, you’ll receive login instructions and support to get started quickly. Important Notice – Website & Email Safety LoRetha’s Bookkeeping & Tax, LLC officially owns and operates only the following websites: lorethasbookkeeping.com lbandt.net wellsbnt.com Any former websites or email addresses associated with our business have been sold to the highest bidder and are no longer affiliated with us. Emails, messages, or requests coming from those old domains should be treated as SPAM or potential FRAUD. For security and continuity, our business is linked to a Google account that serves as a backup source connected to our active domains. ✅ All official forms and communications will come only from: Our secure client portal, or Google Forms directly connected to our verified accounts If you ever have questions or are unsure about a message you receive, please do not hesitate to reach out to us directly. Your security is our priority. Thank you for your continued trust and support. — LoRetha’s Bookkeeping & Tax, LLC
Please contact us and we’ll guide you through the process.
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