A brief overview on how to use your client center.
How to login and review your 1040 return.
How to use File Exchange to upload documents to our firm.
- Individual Clients
- Business Clients
- Client Employee
Upload/download files, File Manager
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Using Your Client OrganizerHow to Review My 1040Using File Exchange
...and get what you need, when and where you need it!
August 6, 2020
No matter how you’re weathering the pandemic, the truth is, most of us are still looking to keep our cash reserves as high as possible. Whether it’s a rainy day fund we’ve...
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