Client access
Portal, payments, and time with Mindy.
The three doors most clients need are right here. Everything else lives inside your engagement — reach out to Mindy directly if you can't find what you're looking for.
Document Portal
CCH Client Collaboration
Encrypted document exchange, e-signature, and secure messaging. This is where statements, receipts, and tax documents live.
Open the portal →Payments
CPACharge
Pay invoices securely by card or ACH. Receipts are emailed automatically. Your account history is available on request.
Pay an invoice →Scheduling
Calendly
Book a working session on Mindy's calendar — quarterly reviews, planning conversations, or a quick sync.
Book a session →Note
Portal, payment, and scheduling links will be wired to the firm's live URLs before publication. If a link isn't working, email mindy@swankcpa.com or call 360-633-2245.