We strive to empower you and make you confident in the accounting applications we will be using together.
If you are struggling, we want you to have easy access to resources to help you out, even when we are unavailable to help.
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Keeper Client Portal Walkthrough
This portal is an online management system that allows you to easily and safely send, receive and all of your accounting and tax information online. Please make sure you download a copy of all of the documents to your own computer.
What does this mean for you?
The client portal allows you to review and approve your accounting and tax information with the click of a button. It also allows you to view open and closed requests and any current requests we’ve sent to you.
Why are we doing this?
It’s a safer and more efficient way to handle your accounting and tax. It simplifies the process for you and allows us to serve your individual needs better. It also provides you with more flexibility, you can comment and ask questions directly in the portal. Your accountant is immediately notified and can take action. This reduces the need for email and keeps it all together in one place, so you can review it at any time.
QBO: Basics
- How To Navigate QBO
- Why Online Banking & Connect Your Bank
- Setting Up Users In QBO
- Edit Your Chart of Accounts
QBO: Money In
- Adding Products and Services to QuickBooks
- How To Create An Invoice in QBO
- How To Create A Sales Receipt in QBO
View more QuickBooks Tutorials at https://quickbooks.intuit.com/ca/tutorials/
Hubdoc Videos
https://www.youtube.com/channel/UCo6CEWJJesO-GKVvNGu_Q3A
Hubdoc Support
https://www.hubdoc.com/supportrequest
Plooto Videos
Plooto YouTube
https://www.youtube.com/channel/UCW8N_GMd1Kxf0qdZhGzyBCQ
“If you don’t like change, you’re going to like irrelevance even less”.
General Eric Shinseki