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How We Work With You
These short videos demonstrate how we interact with our clients through the Client Portal for tasks such as secure messaging, transferring documents, e-signatures, and more!
Registering the
Client Portal
Kailey shows you how to register your client portal and get started.
Uploading Documents
Kailey shows you how to upload documents to your client portal.
Signing Documents
Kailey shows you how to electronically sign documents on your portal.
Paying Invoices
Kailey shows you how to pay an invoice on your portal.
Messaging
Kailey shows you how to message us or respond to a message from us on your portal.
Questionnaires
Kailey shows you how to fill out a questionnaire on your portal.
Checking Your Status
Kailey shows you how to check on the status of your tax return project on your portal.
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