With your own user id, here's what will be available to you, as our client, 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.
Call TODAY for your own user id and password!
Scott Phillips CPA, Inc. 3011 Citrus Circle, Ste. 204, Walnut Creek, CA 94598 Phone: (925) 274-0600 x 302 | Email: firstname.lastname@example.org