Paceline Accounting Group

Client portal

Your documents, exchanged securely.

Upload records, review drafts and retrieve completed returns and financial statements — encrypted end to end, available whenever you need them.

Need access? Ask your Paceline contact

Secure by design

Files travel over encrypted connections and stay inside the portal — never in an email thread.

Everything in one place

Source documents, organizers, drafts and final deliverables, organized by year and engagement.

Available when you are

Upload at 11pm or on a job site. Your team picks it up the next business morning.

The Paceline storefront in downtown Sioux Falls

Getting started

  1. 01

    Ask your Paceline contact to issue a portal invitation to your email address.

  2. 02

    Set your password and confirm the multi-factor prompt on first sign-in.

  3. 03

    Upload documents into the folder for the current engagement year.

  4. 04

    Watch for a notification when your completed work is ready to retrieve.