Software Instructions

Welcome to DKK Accounting! This page is your guide to the software tools we use to support your accounting, bookkeeping, and tax services. You'll find a quick overview of each platform — what it's for, how we use it, and what you need to do to get started. Our goal is to make your onboarding process as simple and stress-free as possible.

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QuickBooks Online Overview

QuickBooks Online (QBO) is the cloud-based accounting system we use to manage your books. Whether you’re tracking income and expenses, sending invoices, or reviewing reports, QBO gives you real-time access to your financial data anytime, anywhere.

Here’s what you can do with QuickBooks Online:

Connect your bank and credit card accounts for automatic transaction syncing
Send and track invoices and customer payments
Record expenses and categorize transactions
Access key financial reports to monitor performance
Share access securely with your bookkeeper or accountant
Stay organized and tax-ready year-round

We’ll help you get set up and show you how to make the most of it.

Free Consultation

Bookkeeping Portal Overview

This short video introduces you to the Keeper client portal — the secure hub we use to manage your bookkeeping. Here's what you'll be able to do in the portal:

View a real-time snapshot of your business’s financial performance
Respond to questions or messages from your bookkeeper
Upload receipts, invoices, and important documents
Review and complete open tasks
Keep all communication and files in one organized place
Reach out to your bookkeeper directly from the portal when you need help

Watch the video to see how it all works!

Client Tax Portal

We use the Liscio client portal to securely manage all tax return documents and signatures. It’s your central hub for everything related to your taxes — simple, secure, and easy to use.

Here’s what you can do in the portal:

Electronically sign your tax returns and engagement letters
Upload documents securely, including W-2s, 1099s, and other tax forms
Access copies of completed returns and correspondence
Receive real-time notifications when action is needed
Ask questions or message our team directly within the portal
Keep all your tax documents in one secure, organized place

Watch for an invitation email to activate your account and get started.

Client Accounting Manual

Ongoing Support and Communication

With everything set up, you’ll receive regular updates and have access to our team for any questions or advice. We believe in proactive communication to ensure your finances are always in good shape.

Courses and training resources
Scheduling support meetings
Scheduling tax planning meetings
Free versus fee

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