Do you need an immediate copy of your returns, anytime, anywhere?
How about your W2 forms? Wouldn’t it be nice to have them available now, with a click?
Do you need to see your mortgage tax forms, property tax forms, child care tax credit forms, FAFSA forms right away?
Do you need to see your Federal ID Numer, State ID Number right away?
Does your accounting information keep you from being able to travel as much as you’d like? With our QuickBooks Connect and Logos connect, you and your CPA or Accountant can be utilizing the same QuickBooks file and viewing the same Bank Statements simultaneously whether you’re in Martha’s Vineyard or San Francisco. CONTACT US and we’ll set you up with your own private portal.