November 28, 2016

Video Library

Using Your Client Organizer

A brief overview on how to use your client center.

Remote Payroll

How to do remote payroll.

Web Employee

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.

Using Bill.com

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.

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Client Login



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QuickBooks Online

BOSS™ Accounts Payable Documents Login

Kaizen Payroll



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Upload Secure Files

Tallie Login

Video Meeting

Join a scheduled video meeting with our staff.

Fathom Login

Financial Dashboard