Your Secure Client Portal

Easy, Safe, and Organized Document Sharing for Nonprofits

At Mero Financial Group, we believe that staying organized and keeping your sensitive financial information secure shouldn’t be complicated.

That’s why we offer a secure client portal where you can safely share documents, upload files, and communicate with us, all in one easy-to-use space.

No digging through email threads. No worrying about lost attachments. Just a simple, reliable way to stay connected.

Why Use the Client Portal?

  • Secure Document Uploads: Your nonprofit’s financial data is important—and so is keeping it safe. Our portal is encrypted and secure, giving you peace of mind when sending tax documents, financial reports, payroll info, and more.
  • All Your Files, All in One Place: Access previous reports, tax filings, financial statements, and any documents we’ve shared with you, whenever you need them.
  • Fast, Direct Communication: Ask questions, send messages, or follow up on document requests right inside the portal. No more hunting through emails.
  • Available Anytime, Anywhere: Log in securely from your computer, tablet, or phone, at your convenience.

What You Can Do Inside the Portal

  • Upload Bank Statements, Grant Reports, and Payroll Documents

  • Access Monthly Bookkeeping Reports and Financial Statements

  • Share IRS Notices or Tax-Related Documents Securely

  • Download Completed Forms (like your Form 990)

  • View Past Communications and Document History

  • Receive To-Do Lists and Task Reminders (if applicable)

Simple, safe, and designed to make your life easier.

How to Access Your Portal

Existing Clients:

1️⃣  Click the [Client Portal Login] button below.
2️⃣  Enter your secure login details.
3️⃣  Upload, download, or message us directly through the portal. 

Client Portal Login

New Clients:

You’ll receive your portal login details as part of our onboarding process. Please reach out if you haven’t received access yet or have questions.

 

Need Help With the Portal?

If you’re having trouble logging in, uploading documents, or finding what you need, we’re here to help.

📧 Contact us at: [email protected]

We’re Here to Make the Process Simple

At Mero Financial Group, we don’t believe in making things harder than they need to be. Our client portal is just one more way we help keep your nonprofit’s finances organized, secure, and stress-free.

Because when your financials are in order, your mission has room to grow.

Your Trusted Financial Partner for Nonprofits

Bookkeeping. Tax. Compliance. Financial Strategy & Advisory.