For Clients Only
With your own user id, here's what will be available to you, as our client, on our website:
- Record Retention Guidelines: Find out how long you need to keep your records.
- Secure File Transfer: You'll be able to transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.
- End of Month Software procedures: We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month-end administration.
- Software: For clients using our proprietary software, we provide software downloads and updates. Software training is also available.
- Documents: You'll have access to certain documents that we make available to all our clients, such as a sample expense report. Additionally, we will provide, as needed, documents addressing your specific needs.
Call TODAY for your own user id and password!