DT Business Services
Client Portal
Managed services + secure client portal
Your business records. Organized. Accessible. Under control.
We organize your bills, invoices, documents, and financial workflows while giving you visibility through a secure client portal.
Who we help
Built for businesses that need organized financial support.
DT Business Services supports businesses that need better visibility, cleaner records, and a professional way to manage documents and monthly workflows.
Small businesses
Businesses that need organized AP, AR, documents, and monthly reporting support.
Solo business owners
Owners who need structure without building a full accounting department.
Service providers
Professionals who need invoice, expense, document, and client workflow organization.
Growing businesses
Teams that need better AP/AR visibility before their volume becomes harder to manage.
Why businesses choose us
Professional support built for small business reality.
Secure client portal
Managed back-office support
Cloud-based, remote access
Monthly reporting included
Vendor & customer management
Bilingual support — English & Español
Remote nationwide service
Confidential & organized records
Current Offer
Managed Services + Client Portal
We handle the organization and workflow support while you get visibility through the portal.
Accounts Payable support
Vendor bills, due dates, payment status, and supporting documents organized for review.
Accounts Receivable tracking
Customer invoices, balances, payment visibility, and invoice history kept easier to follow.
Vendor and customer records
Structured vendor and customer records so business information is easier to maintain.
Document management
Bills, invoices, statements, contracts, and support files organized inside the client portal.
Basic monthly reporting
Simple monthly summaries and organized records for owner review.
Smart Inbox manual review
Uploaded bills and documents can be reviewed manually before they become organized records.
Client portal access
Secure portal access for visibility into documents, bills, invoices, reports, and activity history.
Why DT Business Services
Professional support built around organized financial workflows.
A simple, secure, and structured way to keep business records, documents, and monthly activity easier to review.
Professional Client Portal
Secure access to documents, reports, invoices, and business records in one organized workspace.
Organized Financial Workflows
Track AP, AR, documents, approvals, and activity history without jumping across disconnected files.
Flexible Support Options
Start with software only and add support services as your business grows or your workflow becomes more complex.
Remote & Cloud Based
Work from anywhere with centralized records and a cleaner way to manage monthly business activity.
Service Packages
Managed support packages for small businesses.
Pricing depends on workflow volume, document condition, users, and support needs. These packages are starting points.
Starter Support
For businesses that need basic organization and portal visibility.
Promotional Price
$149/month
Regular Price: $199/month
Save $50/month
Setup: Setup from $199
Launch pricing guaranteed for your first 3 months.
After 3 months: standard pricing applies.
Growth Support
For businesses that need broader monthly AP/AR support.
Promotional Price
$249/month
Regular Price: $349/month
Save $100/month
Setup: Setup from $299
Launch pricing guaranteed for your first 3 months.
After 3 months: standard pricing applies.
Premium Support
For businesses that need deeper support, tracking, and history.
Promotional Price
$399/month
Regular Price: $599/month
Save $200/month
Setup: Setup from $499
Launch pricing guaranteed for your first 3 months.
After 3 months: standard pricing applies.
Custom / High Volume
For high volume, multiple users, or custom workflow setup.
Custom quote
Add-On Services
Optional services available when your business needs extra support.
Add-on services can be quoted separately depending on setup needs, complexity, and monthly support requirements.
Coming Soon
DT Business Hub™
Self-Service SaaS Portal
Powered by DT Business Services
A modern cloud-based workspace designed for small businesses. Manage vendors, customers, bills, invoices, documents, reports, and workflows from one secure portal.
Dashboard
Smart Inbox
Profit & Loss Report
Migration
Need help preparing your business data for the portal?
We can help review exported CSV/Excel files from QuickBooks, Xero, Zoho, FreshBooks, Excel, or other systems and prepare your vendor, customer, invoice, bill, and document records for portal setup.
Data migration and cleanup are quoted separately based on volume, file format, and data condition.
Managed service benefits
Visibility for the owner, organization handled with support.
Current packages focus on managed services supported by the portal. Self-service SaaS access is planned, but not the primary offer today.
How it works
Start simple, then add what your business needs.
DT Business Services can help organize your invoices, bills, documents, and monthly reports. More advanced services can be discussed based on your business size, workflow, and support needs.
Request more information
Tell us what kind of support you need and we will review the best service option for your business.
Next Step
Ready to organize your business workflow?
Request a quote for managed support or request early access to the future self-service portal.
Important note
DT Business Services is not a CPA firm and does not provide tax filing, payroll processing, or legal services.