CLIENT PORTAL LINK
Choose your plan
Tier 1
$450
Set Up Fee
Ideal for small to mid-sized businesses that need consistent help in one administrative area. This package gives you professional support from one of our core departments while keeping full access to our tools and resources. Core Service: HR Support Marketing Assistance Accounting Services Health & Safety Support
Popular
Tier 2
$500
Set Up Fee
This package is designed for small businesses or startups that need light administrative support but want access to professional tools and templates. It's perfect for owners who want to stay organized without committing to full-service admin management.
Tier 3
$425
Set Up Fee
Designed for growing companies ready to scale their operations with dependable administrative support across two departments. You’ll gain more hands-on assistance while still keeping everything centralized in your custom portal.
Choose your plan
Tier 1
$100
Online Course Only
Ideal for small to mid-sized businesses that need consistent help in one administrative area. This package gives you professional support from one of our core departments while keeping full access to our tools and resources. Core Service: HR Support Marketing Assistance Accounting Services Health & Safety Support
Popular
Tier 2
$200
Online Course +
Virtual Support
Tailored for small businesses who need help staying on top of critical documents without overwhelming administrative burdens. This package includes essential document support to keep your operations running smoothly.
Tier 3
$300
Online Course +
Workshop
Tailored for small businesses who need help staying on top of critical documents without overwhelming administrative burdens. This package includes essential document support to keep your operations running smoothly.
Employee-Friendly Portal Access
Get your own personalized login and easily add employees to your portal — all at no extra cost. This allows us to help manage your documents, track updates, and keep your business organized with full visibility for your team.
Secure Owner Portal Access
As the business owner, you'll receive a dedicated portal login with full control and visibility. Set your own password, manage employee access, and oversee all documents, services, and communications in one secure place — anytime, anywhere.
Client Portal Access with Unlimited Printing
Your custom client portal comes packed with ready-to-use templates for HR, Health & Safety, Marketing, and more — all available for unlimited downloads and printing. Easily access, customize, and print the documents you need, whenever you need them.
Perks of Being a Member
1. Unlimited Document Access
Get full access to over 300 professionally designed templates across HR, Accounting, Health & Safety, and Marketing.
2. Personalized Portal Access
Each member receives a secure portal login to manage documents, invoices, events, and team communication.
3. Live Support & Guidance
Enjoy real-time chat and dedicated support for quick answers and expert administrative help.
4. Custom Document Creation
Need something specific? We create and fill custom documents tailored to your business needs.
5. Free Quarterly Updates
Your package refreshes every quarter with new content, keeping your business up-to-date and compliant.
6. Equipment & Supply Ordering
Let us handle your ordering — from rentals to third-party forms — so you can focus on growth.
7. Risk & Financial Insight
Access to business evaluation, risk analysis, and financial growth tips from our analytic team.
8. Member-Only Discounts
Exclusive pricing on add-ons, rental equipment, premium templates, and more.
Pricing
Our Portal Package is a comprehensive, user-friendly system designed to simplify your business’s administrative needs. With 24/7 access to a secure, cloud-based platform, this package provides all the tools you need to manage your company's documents, track progress, communicate with our team, and stay organized—without any hassle.
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One time set up charge of $600 & monthly fee of 1500$
This package is designed for small businesses or startups that need light administrative support but want access to professional tools and templates. It's perfect for owners who want to stay organized without committing to full-service admin management.What’s Included:
✅ Access to the client portal
✅ Live chat support for quick assistance
✅ 300+ ready-to-use document templates across HR, Marketing, Accounting, and Health & Safety
✅ Pre-designed flyers for holidays and social media
✅ Safety talk outlines and financial report templates
✅ Owner login + employee access (no extra cost)
✅ Calendar integration for event reminders
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One time set up charge of $550 & monthly fee of 3200$
Ideal for small to mid-sized businesses that need consistent help in one administrative area. This package gives you professional support from one of our core departments while keeping full access to our tools and resources.What’s Included:
✅ Everything in Package 1
✅ Choose 1 Core Service:
HR Support
Marketing Assistance
Accounting Services
Health & Safety Support
✅ Dedicated service team for your selected department
✅ Custom help with one-time requests, forms, and reporting
✅ Personalized document suggestions based on your industry
✅ Monthly performance check-in from your assigned support rep
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One time set up charge of $550 & monthly fee of 5500$
Designed for growing companies ready to scale their operations with dependable administrative support across two departments. You’ll gain more hands-on assistance while still keeping everything centralized in your custom portal.What’s Included:
✅ Everything in Package 2
✅ Support from 2 Core Services of your choice:
HR
Marketing
Accounting
Health & Safety
✅ Enhanced document customization
✅ Priority live support and quicker response times
✅ Monthly analytics report and business recommendations
✅ Access to exclusive business templates and tools
✅ Optional document filling add-on (at discounted rate)
What it is:
Designed for growing companies ready to scale their operations with dependable administrative support across two departments. You’ll gain more hands-on assistance while still keeping everything centralized in your custom portal.What’s Included:
✅ Everything in Package 2
✅ Support from 2 Core Services of your choice:
HR
Marketing
Accounting
Health & Safety
✅ Enhanced document customization
✅ Priority live support and quicker response times
✅ Monthly analytics report and business recommendations
✅ Access to exclusive business templates and tools
✅ Optional document filling add-on (at discounted rate)
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One time set up charge of $500 & monthly fee of 7500$
This package is ideal for businesses that need in-depth administrative help across three major departments, plus access to custom document templates tailored specifically to your business operations.What’s Included:
✅ Everything in Package 3
✅ Support from 3 Core Services of your choice:
HR
Marketing
Accounting
Health & Safety
✅ Custom Document Templates built for your company’s workflow
✅ Full portal access with multiple user logins
✅ Unlimited downloads from template library
✅ Priority document preparation and filing support
✅ Monthly calendar setup with reminders for key events and compliance dates
✅ Optional equipment rental assistance
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One time set up charge of $500 & monthly fee of 8500$
Our most comprehensive package—designed for established or growing companies needing full-scale administrative support. With access to all 4 core services, this package gives you the flexibility, tools, and expert support to operate efficiently and scale smoothly.What’s Included:
✅ Everything in Package 4
✅ Support from All 4 Core Services:
HR
Marketing
Accounting
Health & Safety
✅ Unlimited access to custom document templates and filing
✅ Full team portal access with owner/admin and employee logins
✅ Calendar management and milestone planning
✅ Personalized support & strategic growth planning
✅ Document tracking, submission, and follow-up service
✅ Equipment rental coordination with third-party vendors
✅ Quarterly reviews and updated package benefits to match your evolving business
Document Filing & Submission Packages
Our Document Filing & Submission service is designed to keep your business organized and efficient. Whether you're behind on paperwork or just need assistance with the ongoing administrative workload, our packages ensure that all your important documents are filed, submitted, and tracked seamlessly.
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300$
Tailored for small businesses who need help staying on top of critical documents without overwhelming administrative burdens. This package includes essential document support to keep your operations running smoothly.What’s Included:
✅ 5 Special Document Submissions (e.g., HR forms, compliance paperwork, etc.)
✅ 10 Third-Party Documents (e.g., rental agreements, vendor contracts)
✅ Assistance in filling out and submitting documents
✅ Streamlined document tracking and reminders
✅ Access to our portal for document uploads and updates
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550$
For growing businesses looking to streamline and expand their document management. This package includes more document handling, ensuring that your paperwork is up-to-date and efficiently processed.What’s Included:
✅ 10 Special Document Submissions
✅ 20 Third-Party Documents
✅ Assistance with filling and submitting documents
✅ Priority document tracking and follow-up
✅ Personalized support via live chat and portal access
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850$
Designed for larger companies, this package covers a high volume of documents to ensure complete compliance and organizational efficiency across the board. You’ll get comprehensive support in managing both internal and external paperwork.What’s Included:
✅ 25 Special Document Submissions
✅ 50 Third-Party Documents
✅ Full document tracking and submission services
✅ Priority assistance with complex document handling
✅ Unlimited access to the document management portal
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1200$
This package is designed for enterprise-level organizations with complex document management needs. We handle everything from high-volume documentation to regulatory compliance, giving you peace of mind that your paperwork is in the right hands.What’s Included:
✅ 50 Special Document Submissions
✅ 100 Third-Party Documents
✅ Full-service document filing, submission, and tracking
✅ Regular follow-up and updates on document statuses
✅ Dedicated account manager for seamless support
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One time set up charge of $500 & monthly fee of 8500$
Our most comprehensive package—designed for established or growing companies needing full-scale administrative support. With access to all 4 core services, this package gives you the flexibility, tools, and expert support to operate efficiently and scale smoothly.What’s Included:
✅ Everything in Package 4
✅ Support from All 4 Core Services:
HR
Marketing
Accounting
Health & Safety
✅ Unlimited access to custom document templates and filing
✅ Full team portal access with owner/admin and employee logins
✅ Calendar management and milestone planning
✅ Personalized support & strategic growth planning
✅ Document tracking, submission, and follow-up service
✅ Equipment rental coordination with third-party vendors
✅ Quarterly reviews and updated package benefits to match your evolving business