Using Your Client Organizer
A brief overview on how to use your client center.
How to do remote payroll.
How to login and access your payroll documents through our secure Client Center.
How to Review My 1040
How to login and review your 1040 return.
How to use Bill.com to approve your bills.
Using File Exchange
How to use File Exchange to upload documents to our firm.
Accessing Your Documents
A brief overview on how to access your documents through our secure Client Center.