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Client Login

Client Login

Welcome to your client portal center, your one-stop resource for your account's information.

Welcome to your login page

Please log in to access your accounting, payroll, or tax information.

Bookkeeping Status

Access your bookkeeping services, including current items that have not been completed.

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Client Requests

Access all of your open and closed requests, including current items that haven't been completed.

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Support

Support meetings are for general questions and help for customers on paid bookkeeping plans.

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Client Portal

Upload and download documents including your personal and business income tax returns.

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Course Login

Access your learning library with how-to videos to help you succeed. Get started now!

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QuickBooks Online

Log in here to access monthly financial statements, review reports, send estimates and invoices.

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Payroll

Depending on your role within your organization, you can access payroll information anytime.

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Tax Planner

Proactive updates and advice. We will update your tax projections and options periodically.

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Video Resources

We compiled a selection of detailed tutorials to help you use and better understand your business. 

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