Client Portal
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Welcome to Your Harding Financial Client Portal
Our Client Portal, Karbon is built to make managing your financial documents simple, secure, and stress-free—all in one place.
Ready to get started?
Why The Client Portal is a Better Way to Connect With US
At Harding Financial, we understand that delivering your financial information and connecting with your accounting partner should never feel overwhelming. That’s why we use a portal that works seamlessly to keep you organized and in control:
Secure Document Sharing
Say goodbye to email attachments and disorganized files. With advanced encryption, your data stays safe and accessible only to you and our team.
Always Up-to-Date
Your latest services, deadlines, and reminders are updated in real time, so you’re never left guessing.
Access Anytime, Anywhere
Log in from your phone, tablet, or computer—your financial team is just a click away!
What You Can Do in the Portal
With the Harding Financial Client Portal, you can:
- Upload receipts, invoices, and other financial documents securely.
- Use our built-in messaging system to get answers and updates from your Harding Financial team.
- Stay on top of deadlines and tasks with clear reminders.
How to Use Your Harding Financial Client Portal
We’ve designed your portal to make managing your financial tasks simple, secure, and convenient. Here’s how to get started:
Step 1: Log In
Receive Your Magic Link:
You’ll receive an email with your first actionable task and a “Manage Checklist” link.
Important: You must complete the portal registration using the device and browser where you first clicked the magic link.
What Does This Mean?
If you open the magic link on your mobile device, complete the registration on that mobile device.
If you open the link on your desktop browser, finish the registration on that desktop.
Note: If you switch devices or browsers, the link will no longer work. This is an added security measure to protect your information.
Create Your Login:
In the portal, click “Log In” on the left-hand menu.
Enter your email and create a secure password.
Confirm your account by clicking the link in the verification email.
Access Anytime:
Log in anytime at: https://clientlogin-ca2.karbonhq.com/3kZDPhW6msyj
Step 2: View and Complete Tasks
Your tasks are organized in a checklist within the portal.
Click on each task to see instructions and any related document requests.
Mark tasks as “Complete” when done to keep everything on track.
Step 3: Upload Documents
Upload files securely by clicking “Upload Documents” in the checklist.
Use drag-and-drop or select files manually.
Step 4: Communicate with Your Team
Use the portal’s comment feature to ask questions or provide updates.
All messages are stored in one place for easy reference.
Step 5: Stay Organized
Your portal centralizes your tasks, messages, and document uploads.
You can use your portal to stay up to date on important deadlines, and review past tasks, and documents that you’ve sent us.
Frequently Asked Questions
How do I log in for the first time?
You’ll receive an email with your first actionable task and a “Manage Checklist” link. Click the link and complete your registration on the same device and browser where you first opened it. After accessing the portal, create your login credentials by selecting “Log In” on the left-hand menu, entering your email, and setting a secure password.
What happens if I forget my password?
Click “Forgot Password” on the login page and follow the instructions to reset it. If you need further assistance, email us at info@hardingassociatesinc.com.
Is my information secure?
Yes! Your data is protected with advanced encryption technology. The portal uses additional security measures, like device-specific magic links, to ensure your financial information is safe. It’s the most secure way to share and manage your documents.
Can I use the portal on my phone?
Yes! The portal is mobile-friendly and accessible on any device, whether you’re using a phone, tablet, or desktop. Just remember to complete the registration on the device where you first opened the magic link.
How can I contact the Harding Financial team?
You can send a message directly through the portal’s secure messaging feature or reach us by email at info@hardingassociatesinc.com.
What if I need help using the portal?
We’re here to help! Reach out to us for a quick walkthrough or any support you need with the portal.
Need Assistance? We’re Here to Help.
If you have questions or need help getting started, don’t hesitate to reach out. Our team is here to make sure your experience with the portal is smooth and easy.
Email us: info@hardingassociatesinc.com