Tax and Accounting Portal
This is where a client can log in to upload any tax documents securely as well as we can download the tax organizer and completed tax returns for easy secure client access.
Statement and Invoices Portal
View any statements and invoices uploaded monthly and ability to pay any outstanding invoices securely with credit card, debit card or bank account.
Employee Payroll Portal
Employees of our payroll clients would log in to view paystubs, update their address, withholding elections, bank account and opt in to receive their W-2 electronically.
Employer Payroll Portal
Our payroll clients would log in to view payroll reports and anything payroll related for their company.
Tax Organizer Portal
This is where a client can login to fill out their tax organizer and upload any tax documents securely, as well as accessing completed tax returns for easy secure client access.