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!
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I have more than 1 account and it's confusing
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I can't download any documents
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Where do I find a copy of my Tax Return Filed
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My Books and Taxes empowers lawyers by reducing the administrative work so that they can help more clients and a better client experience.
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