We’re thrilled to have you on board. At QiAlly, we specialize in high-stakes financial cleanup and complex tax resolution. Our goal is to take the weight of financial uncertainty off your shoulders so you can focus on building your business.
1. Accessing Your Private Portal
Within 24 hours of signing your engagement letter, you will receive an invitation to our secure client portal. This is our primary command center for all communication and document sharing.
- Check your spam folder for an invite from "QiAlly Portal".
- Enable Two-Factor Authentication (2FA) immediately—security is our top priority.
2. The Document Kick-Off
Every cleanup or resolution project starts with data. Success depends on the quality of information we receive.
- Previous 3 years of filed tax returns.
- Access to cloud accounting software.
- Bank and Credit Card statements.
3. Your First 30 Days
The first month is primarily about **Discovery and Stabilization**. During this phase, we are diagnostic. We're auditing the current state of your books and tax standing to map out a precise resolution plan.