Client Login Portal

Client Files

Our secure client portal is where you'll find all of your tax returns, documents, letters and statements.

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Tax Prep Organizer

Our tax preparation concierge that organizes and collects of your current year’s tax documents to get ready for filing.

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Reporting Dashboard

A dashboard analytics overview of your financials and KPIs for clients enrolled in our business reporting suite.

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Quickbooks Online

Access to your QuickBooks online account for your bookkeeping activities.

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