Open your MonthBridge workspace

Email Password

First name Last name

Email Password

Use at least 8 characters.

Firm name

This creates the firm workspace you will test inside.

Confirm your email

We sent a confirmation link to .

Open the link to finish setting up your MonthBridge workspace.

MonthBridge CAS packet workspace

Your firm

Home

MonthBridge

Home

What changed and what needs attention.

Recent activity

Client activity

Client records

All Clients

Reusable requests

Templates

Packet queue

Packets

Packet

Select a packet

Select a packet.

Firm settings

Portal appearance

Set the firm identity and style clients see when they upload documents.

Firm identity

Firm logo

PNG, JPG, or WebP. Maximum 2 MB.

Portal style

Classic Familiar, light, and quietly professional. Modern An elevated, fully branded client workspace. Focused Compact and document-first for minimal distraction.

Client portal preview

Classic

January bookkeeping packet Secure document drop-off

Entry form

Add Record

Firm name Owner name Owner email Timezone

Firm

Client / DBA name Legal entity Primary contact Email

Bulk import clients

Paste client rows

Client / DBA name Legal entity Primary contact Email

Client

Account type Account name Account ending Frequency

Firm Template name

Firm

Client Template Period Due date

Generate client upload link after creating the packet

Reminder

Send Reminder

Client follow-up

Ask Client

Message

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