And again, that's sort of why I came to this thread, as I wanted to hear various opinions. 

If your purchased a year ago you should be all clear for any sort of financing.

They still have an accurate filing.Perhaps this is all your accountants fear of some sort of liability blow back?

Some sort of client portal for handling sensitive documentation. 

Can someone give me a checklist of some sort that would help me on my first rental property to make sure am as prepared as I can be?  

So yes, it's a compounding pharmacy and I was sort of picturing mixing things with a mortar and pestle type device. 

One of my clients for whom we were building a duplex did not have any in her area so they had to pull comps from about 5 miles out to help create some sort of comparison.

So long as you mean your name will be on the note and the mortgage at a sensible LTV, with proper lenders title, fire, and liability insurance, and so on, then you have safe and direct recourse to the property.If by “invest” you mean a membership participation in an LLC of some sort that flips or “stabilizes” the property, then you are completely unsecured with no recourse to anything.

Not sure at all but I don’t think I’ve seen anything of the sort in Pittsburgh. 

Assuming you get that part sorted out, decide what you want out of your money and choose the method that gets you there.