Video Library
-
Using Your Client OrganizerA brief overview on how to use your client center.
-
How to Review My 1040How to login and review your 1040 return.
-
Using File ExchangeHow to use File Exchange to upload documents to our firm.
-
Using Bill.comHow to use Bill.com to approve your bills.
-
Accessing Your DocumentsA brief overview on how to access your documents through our secure Client Center.
-
Logging into Hosted QuickBooksHow to successfully login and launch your Hosted QuickBooks company through our secure Client Center.
-
Web EmployeeHow to login and access your payroll documents through our secure Client Center.
...and get what you need, when and where you need it!