Portal How-To Videos
This year, our client portal is much faster and easier to use. Here are a couple of videos to help get you started:
- How do you pay an invoice in your client portal? Click here to view the demo.
- IRS Notice or W-2 to send to us? Email isn’t as safe as it used to be. Keep those bank account or social security numbers safe. Uploading documents through the portal is secure thanks to its 256-bit encryption. Click here to view the demo.
Access your portal from your smart phone! Download our app today!