As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
If you would like to set up a Client Login Account, please contact our office at 717-284-2468 or send an email to firstname.lastname@example.org.
* * * ALL FILES UPLOADED USING FILE EXCHANGE ARE AUTOMATICALLY REMOVED AFTER 14 DAYS * * *
Create a Back Up of QB:
1. Go into QB
Uploading QB File:
1. Click on File Exchange icon on top left corner