Client Login Portal
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Client Files
Our secure client portal is where you'll find all of your tax returns, documents, letters and statements.
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![](/static/f185e42c733d3abce9e42d99ca0a0659/996dd/Tax%20Prep%20icon.png)
Tax Preparation Organizer
Our dynamic Tax Organizer collects your current tax year’s document to get ready for filing.
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![](/static/6905e2d8a156dbd5f91b2dd93c919aef/996dd/reporting.png)
Reporting Dashboard
A dashboard analytics overview of your financials and KPIs for clients enrolled in our business reporting suite.
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![](/static/31c501555f98c3ce6f752574be08263b/996dd/quickbooks.png)
Quickbooks Online
Access to your QuickBooks online account for your bookkeeping activities.
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