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Client Login

Client Login

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

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

BookkeepingĀ Portal

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 TaxĀ 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 Login

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

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TaxĀ Planner Login

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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