automated quotes
LOOKING FOR A QUOTE?
Please read below for general instructions on how to request an automated quote.
To receive an automated quote, we do require that you create a login to our client portal. The majority of our service quotes are delivered instantly after completing a questionnaire.
1. Go to the Metrix Accounting Portal. The link is below, or click on the "Client Portal" button on our menu at the top.
2. Click the "Sign Up" link under the log in button.
3. Enter your email address.
4. Fill out the form with basic information and select the service you are interested in.
5. Create a password and enter the verification code sent to your email.
6. Once you are logged in, you will receive a questionnaire to complete. Based on your responses, a quote will be prepared and sent within the portal.
Please note, you will need to refresh the browser after completion of the questionnaire to see the quote, or you may go to the proposal and agreements section.
If you do not proceed with services, your quote will expire and we will delete your account and information at expiration.
Click the link below:
Alternatively, send us a message using the Contact Us page, give us a call, or send over an email. We will reach out to get more information from you to prepare a quote for your accounting and tax needs.