# Client Portal | Account Search & Entry | TAB Services

> TAB Services clients can search accounts, record direct payments, and enter new accounts for collection from one secure portal. Request a User ID at (918) 579-9263.

Source: https://www.tab-services.com/for-clients

---

Search accounts, record direct payments, and enter new accounts for collection — all from one secure client portal.

Client Portal

## One sign-in for everything

Account search, direct payments, and new account entry are all handled in the same portal. Sign in once and every tool is available from there.

[Sign In to the Client Portal](https://achieve.quantraxcloud.com:10136/RMExDefault/templates/index.jsp)

Need a User ID? Call [(918) 579-9263](tel:+19185799263) and we will set you up.

Inside the Portal

## What you can do

### Account Search

Search any of your accounts — open or closed — by name, account number, or a range of other terms. Results show a detailed, up-to-date summary of each account’s status, and from that screen you can edit account information or send notes to TAB Services.

### Direct Payments

Record payments you have received directly for accounts already placed with TAB. A payment you report through the portal is posted to the account in real time, so the balance you see is the balance we are working.

### New Account Entry

Enter new accounts for collection at any time. An account submitted through the portal enters the collection process immediately — there is no waiting for a batch to run.

Benefits

## Online access, around the clock

As an enhancement to the speed and convenience of our services, TAB offers online access for account listing, payment recording, and limited viewing of accounts placed for collection.
- Search open and closed accounts by name, account number, and more
- View an accurate, up-to-date summary of each account’s status
- Report direct payments you have received, posted in real time
- Send notes to TAB Services from the detailed account screen
- Enter new accounts for collection at any time

[Sign In](https://achieve.quantraxcloud.com:10136/RMExDefault/templates/index.jsp) [Talk to Us](https://www.tab-services.com/contact)

Common Questions

## Client portal questions

### How do I get a User ID for the client portal?

Call TAB Services at (918) 579-9263 and we will set up your access. The portal requires a User ID and password assigned by TAB Services.

### Do account search, direct payments, and new account entry use separate logins?

No. All three are handled in the same client portal, so a single sign-in gives you access to everything.

### How quickly are new accounts processed?

New accounts are entered through the portal and enter the collections process immediately.

### Can I record a payment a customer made directly to us?

Yes. Use the direct payments feature to report payments you have received on accounts placed with TAB. A payment you report is posted to the account in real time.

### How do I place new accounts for collection?

Contact TAB Services to schedule an appointment with one of our representatives. Once set-up is complete, we can begin the collection process as early as the next business day.

## Ready to talk?

Call us and one of our representatives will help you find the right next step, whether you are placing accounts or resolving one.

[Call (800) 775-1481](tel:+18007751481) [Contact Us](https://www.tab-services.com/contact)