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Make your life easier with our client portal

Are you unable to leave your home or office to submit your Quickbooks file to us? No problem! Use our client portal to upload copies of software or documents directly to our firm 24/7. Do you need a copy of your tax return? Contact our office and we can upload a pdf copy directly to your account on the portal. It’s that simple!

Our firm strives to be as “paperless” as possible. Using our client portal to transmit your documents naturally reduces the amount of paper consumption required for records maintenance and provides an added convenience for the user and recipient.

Still confused on how it works? Check out our handy print-friendly reference guide to learn more!


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