Portal Information

We have several ways in which we share and receive accounting information.

Remote Accounting Services

We use Remote Accounting Services to transfer accounting files. To use this service, contact us. We will  have the vendor contact you to get set up. The charge is $15.00 a month if you make a submission. If you do not have a submission, no there is no charge that month. No matter how many submissions you make in a month, the charge will never be more than $15.00.

ProSeries

We use Intuit ProSeries to send tax returns to clients.

Dropbox

You set up your Dropbox account, and share the information with us. Then we will add pertinent files to your Dropbox folder as needed.