Video Library

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• Using Your Client Organizer

  A brief overview on how to use your client center.

• How to Review My 1040

  How to login and review your 1040 return.

• Using File Exchange

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

• Accessing Your Documents

  A brief overview on how to access your documents through our secure Client Center.

• Logging into Hosted QuickBooks

  How to successfully login and launch your Hosted QuickBooks company through our secure Client Center.