Video Library
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Using Your Client Organizer
A brief overview on how to use your client center.
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How to Review My 1040
How to login and review your 1040 return.
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Using File Exchange
How to use File Exchange to upload documents to our firm.
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Using Bill.com
How to use Bill.com to approve your bills.
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Accessing Your Documents
A brief overview on how to access your documents through our secure Client Center.
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Web Employee
How to login and access your payroll documents through our secure Client Center.