The Documents section contains all of the files that have been prepared for you by your accountant(s) as well as any documents you've uploaded to your client portal. Discover how t ...
Explore document actions — preview, mark as read, edit, and more. Learn how to handle documents with ease in this article. Covered here: Previewing documents Marking doc ...
Some services require a lot of different documents. Your firm gets a notification each time you upload a document, but there’s a way to make it easier. Send a single notifica ...
In order to start working on your forms, your tax preparer will need some basic essential information from you. Organizers are questionnaires that are custom-tailored to your speci ...
Proposals and engagement letters are used to define the scope of engagement between you and a firm. Your accountant creates a custom proposal specifically for your situation. Usual ...
Electronic signatures, recognized by law in many countries (including the US, Canada, and Europe) since the early 2000s, are as valid as traditional paper signatures. No need to vi ...
Once you have paid your invoice, you will be able to download the documents that have been prepared by your accountant. To ensure your satisfaction with their work and to facilitat ...