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