Client Workspace (Client Portal)

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:

  • The MEGA portal is a temporary alternative solution

  • Once the LB&T mobile application is completed, all client access will be consolidated into a single application download

  • 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


What You Can Do In the Client PortalHow We Use the Client PortalQuestions about Client Portal2026 Changes by LoRetha WIMPORTAND NOTICE – WEBSITE & EMAIL SAFETY

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.

If you have questions or need assistance with setup, our team is happy to help.
Please contact us and we’ll guide you through the process.
   

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

 

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