Video Library

Using Your Client Organizer

A brief overview on how to use your client center.

Logging into Hosted QuickBooks

How to successfully login and launch your Hosted QuickBooks company.

Using File Exchange

How to use File Exchange to upload documents to our firm.

How to Review My 1040

How to login and review your 1040 return.


How to use to approve your bills.

Accessing Your Documents

How to access your documents through our secure Client Center.