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Company Info

Change or update your company information, shareholders/owners/partners’ information.

%Small Business Tax Accountant%EFORTles

Upload Files

Upload any files or documents you would like to share with your CPA.

%Small Business Tax Accountant%EFORTles

Documents Uploaded

Find documents you already uploaded.

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Sync Bank

Link your banks so we can sync the transaction data.

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Correspondence

View and response questions from the CPA team regarding your financial records and tax returns.

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Sales Tax

Submit your sales receipts for all the states.