Oops! Sorry!!


This site doesn't support Internet Explorer. Please use a modern browser like Chrome, Firefox or Edge.

My Books and Taxes

Client Portal Tutorial and Q&A

Welcome to Our Client Portal Tutorials! We know that using new systems can sometimes feel overwhelming, so we’ve created a series of easy-to-follow videos to help you get the most out of our client portal. Whether you need assistance uploading documents, reviewing your reports, or navigating your tasks, these videos will guide you every step of the way. 

Most common useful videos!

My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience. 

Get Started Now

© My Books and Taxes - All Rights Reserved - 2023

Important Links

Privacy Policy Terms of Use About Us

What We Do

Bookkeeping and Trust Accounting Virtual Controller Part-Time CFO and Advisory QBO Set-up and Clean-up Business Tax Preparation Tax Projections and Tax Planning

Contact

[email protected] +1 (510) 992-3499 San Diego, California

Follow Us

Cookie Policy

This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors. To find out more about the cookies we use, se our Privacy Policy.