Using Your Client OrganizerA brief overview on how to use your client center.
How to Review My 1040How to login and review your 1040 return.
Using File ExchangeHow to use File Exchange to upload documents to our firm.
Remote PayrollHow to do remote payroll.
Using Bill.comHow to use Bill.com to approve your bills.
Accessing Your DocumentsA brief overview on how to access your documents through our secure Client Center.
Logging into Hosted QuickBooksHow to successfully login and launch your Hosted QuickBooks company through our secure Client Center.
Web EmployeeHow to login and access your payroll documents through our secure Client Center.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
