Client Portal
Secure access for existing K Butler Capital clients.
This portal is only for active clients whose portal access has been activated. If your access is ready, you should have received an email with your client portal link and password setup details.
What To Know
Your client portal keeps project details organized.
The portal is designed to centralize documents, forms, invoices, contracts, questionnaires, and key communication so your tax, accounting, advisory, payroll, or people operations engagement stays clear.
Use your onboarding email
Log in with the email address used to activate your client portal. If you used a different email during onboarding, check that inbox first.
Upload requested documents
Please upload documents only through the secure portal unless instructed otherwise. This helps keep sensitive information protected and organized.
Review forms and invoices
Your portal may include questionnaires, engagement documents, invoices, payment links, project updates, and final deliverables.
Portal Support
Having trouble accessing your portal?
Check your email for the original Dubsado activation message. If you still need help, contact K Butler Capital and include the email address connected to your client portal.
Email Support