Using Your Client Organizer
A brief overview on how to use your client center.
How to do remote payroll.
Logging into Hosted QuickBooks
How to successfully login and launch your Hosted QuickBooks company.
Using File Exchange
How to use File Exchange to upload documents to our firm.
How to Review My 1040
How to login and review your 1040 return.
How to use Bill.com to approve your bills.
How to login and access your payroll documents through our secure Client Center.
Accessing Your Documents
How to access your documents through our secure Client Center.