Video Library

Using Your Client Organizer

 

 

 

 

 

Using Your Client Organizer

A brief overview on how to use your client center.

How to Review My 1040

 

 

 

 

 

How to Review My 1040

How to login and review your 1040 return.

Using File Exchange

 

 

 

 

 

Using File Exchange

How to use File Exchange to upload documents to our firm.

Using Bill.com

 

 

 

 

 

Using Bill.com

How to use Bill.com to approve your bills.

Accessing Your Documents

 

 

 

 

 

Accessing Your Documents

A brief overview on how to access your documents through our secure Client Center.

Logging into Hosted QuickBooks

 

 

 

 

 

Logging into Hosted QuickBooks

How to successfully login and launch your Hosted QuickBooks company through our secure Client Center.

Web Employee

 

 

 

 

 

Client Center

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- Client Employee

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Using Your Client Organizer
How to Review My 1040
Using File Exchange

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Email: taxpro@Covenant-CPA.com