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Client Hub

Your shortcuts for working with Katydid — log in to your client portal, schedule a call, send documents, or connect with us for remote support.

Tools for our clients

Everything you need to send documents, get help, and stay connected with Katydid.

Upload Files

Send your bookkeeping documents directly to Katydid.

 

Open file upload →

Remote Support

When Joe asks you to connect, open Splashtop SOS to begin your support session.

 

Open remote support →

Client Portal

Access your Katydid client portal to view requests and collaborate with us.

 

Log in to your client portal →

 

Email Joe for help →

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Patriot Software Accounting Advisor