Blog Archives

Changes to Client Portal Login – “How To” Instructions

Our firm partners with Thomson Reuters to provide the software platform for our secure client portals. The November 18, 2023 update will improve your sign-in experience and security. What you need to know about changes to our client portal login:

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NEW -> How to Work with Your CPA Remotely <- VIRTUAL WORKSHOP

JOIN US FOR OUR FIRST VIRTUAL WORKSHOP! THIS THURSDAY! How to Work with Your CPA REMOTELY  * The NEW way of doing business *   When: Thursday, January 14, 2021 Where: from the comfort of your own home/computer Time: 12:30-1:00pm   LEARN

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