With your own User ID, here's what will be available to you 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.
Software . . . For clients using our proprietary software, we provide software downloads and updates. Software training is also available.
Documents . . . 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.