Client Login Portal
Client Files
Our secure client portal is where you'll find all of your tax returns, documents, letters and statements.
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Tax Preparation Organizer
Our dynamic Tax Organizer collects your current tax year’s document to get ready for filing.
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Reporting Dashboard
A dashboard analytics overview of your financials and KPIs for clients enrolled in our business reporting suite.
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Quickbooks Online
Access to your QuickBooks online account for your bookkeeping activities.
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