Archive for category Tutorials

Client Portal 101 – intro to using

Document Management System Your client portal provides you with 24/7 access to tax returns, financial statements, scanned source documents like W-2′s and stock transactions. You can safely store vital company information like  settlement statements,  wills, marriage license, divorce agreements, adoption papers, contracts, tax returns and support. Access From Anywhere This web-based portal system securely stores files and documents online so [...]

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