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Secure Client Access

Client Portal

Existing clients manage their case through our secure HoneyBook client portal — documents, agreements, invoices, and payments in one place. New clients can get started with the secure form below.

Your Case, Organized

Manage your case online.

If you are a current client, your personal portal is where we exchange documents, share agreements for your signature, and post invoices — all in one secure place. If you are new, send us a message here and we will set up your portal access as part of your consultation.

Prefer to talk? Call (954) 352-3927.

Portal Features

What you can do in the portal

Once your case is open, your HoneyBook portal gives you one secure place for everything:

✓Send and receive documents — share tax notices, returns, and financial records with our team securely.
✓Sign agreements — review and sign your engagement documents electronically, on your schedule.
✓View and pay invoices — see your balance, payment history, and pay online at any time.
✓Message our team — ask questions and get updates about your case in one thread.

Current clients: check your email for the secure portal invitation we sent when your case was opened — it opens your personal portal directly. If you need it resent, call us at 1-888-280-2396 and we will send it again.