Client Portal

Why become our clients?

  • We are not machines, we have a personalized approach to every client because every client is unique and valued by us
  • Your company will be getting daily-weekly (or per need) updates on our progress with your business needs (except for weekends and holidays)
  • Your company will have their paperwork stored securely on an encrypted server at Drake, Hubdocs, and Intuit
  • Your company will have their own Quickbooks Online Plus account or another online accounting account, where you can access your information
  • You will be working with an Enrolled Agent
  • We are always available to talk and discuss your business needs

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