[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.
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