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 [...]



