For Clients Only
What’s for Clients Only?
With your own user ID, here’s what will be available to you, as our client, on our website:
Record Retention Guidelines
Find out how long you need to keep your records.
Secure File Transfer
You’ll be able to transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.
End of Month Software procedures
We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month-end administration.
For clients using our proprietary software, we provide software downloads and updates. Software training is also available.
You’ll have access to certain documents that we make available to all our clients, such as a sample expense report. Additionally, we will provide, as needed, documents addressing your specific needs.
You’ll have access to online calculators that include calculating payroll checks, Sales Volume Breakeven Analysis, Home Refinance or Breakeven calculator, Amortizing Loan Calculator, determine if your retirement plan is on track, estimate your Social Security benefits, determine if a Roth IRA or Traditional IRA is right for you, automobile lease or buy calculator, fine-tune your college savings plan, or see how much you need in life insurance.