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Video Library

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

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