[Editor’s Note]- We’ve changed the look of the client portals after the date of this post. The portals are now in a facebook-type look and feel and are much easier to navigate. We’ve replaced the old video with an updated one of your humble CPA’s demonstrating how to upload your data.
After you send us your Quickbooks or Peachtree data file , you may often need to send some follow-up documents such as loan agreements, W-2’s,1099’s, etc.
Here’s a 60-second video on how to send docs to our client portals.
It’s safe (encrypted) and easy (just point and click).
See the video below as we demonstrate just how easy it is.
He is also a founding Board Member and Finance Director of the Fayette Pregnancy Resource Center and serves on the Board of the National Equal Rights Institute.
Latest posts by David Conley (see all)
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It's never too early to start saving 2019 taxes- January 16, 2019
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Are you a dealer or investor? Here's how to tell the difference!- January 10, 2019
- Is it too late to accrue a bonus for last year?:
Not if done correctly- January 9, 2019