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Client portal

Feldman One, Our Client Portal

Everything Feldman. All in one place. Feldman One is your home base for everything we work on together: the progress of your audit, review, or compilation, the documents we request, and the conversations around them.

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Follow every stage of your engagement

Each engagement moves through six stages, from engagement initiation to finalization. Feldman One shows where yours stands and what is open at each step.

Feldman One home screen, task assignment email, and engagement tasks. Illustrative screens with sample data (ABC Association, Inc. and John Smith).

What you can do in Feldman One

  • Know what needs your attention

    Your home screen shows right away whether anything needs your review, with a direct link into each project.

  • Every task in one list

    My Tasks gathers everything assigned to you across every project in one list. That's especially helpful for managers who work with several associations.

  • See where your engagement stands

    A progress tracker follows each engagement stage by stage, from initiation through finalization, with the status of each stage.

  • One list of what we need

    Each request appears as a task with its due date and status, grouped by stage, so management and the board can see what is open, in review, or complete.

  • Upload documents where they belong

    Files are uploaded directly to the request they answer, so nothing gets lost in email threads.

  • Messages and meetings in one place

    Questions, messages, and meetings for the engagement stay together in the portal.

  • Stay informed

    When we assign you a task, you receive an email with a link straight to it. Activity notifications show what has changed, and you can subscribe to updates on an engagement.

  • Mark tasks complete

    Marking a task complete after you finish it or sign a document helps our team track progress and keep the engagement moving.

Current clients

Sign in to see your engagement, complete open requests, and upload documents.

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Please do not send financial documents through the website's proposal form.

Related reading

Request a proposal for your association

Tell us about your association, its fiscal year-end, and the report you need. We will review your information and follow up to discuss scope and next steps.

Request a Proposal

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We work with associations throughout Florida.