Understanding the Customer Portal & Document Uploads
A guide to using the HubSpot-powered SBGI customer portal for tracking services and submitting documents.
The SBGI Customer Portal is your one-stop hub for communication and deliverables.
From your portal, you can:
- Upload required business documents securely.
- View updates from your assigned CPA or attorney.
- Track service milestones and project completion.
- Communicate directly with your SBGI team.
Tips for Success:
- Upload PDFs or scanned documents only.
- Use clear file names (e.g., “2024 Financials – ABC LLC”).
- Check your portal weekly for updates or next steps.