Resources to help you on your journey.

Technology Assistance

How to Start Using Client Access

VIDEO
Add Our Domain as a Safe Sender (Outlook)
VIDEO
Add Our Domain as a Safe Sender (GMail)
PDF
Discovering Client Access
VIDEO
What's New in Client Access
PDF
Enrolling in Client Access Quick Reference
VIDEO
How to Set Up e-Delivery
VIDEO
How to Find Your Tax Documents
VIDEO
How to Use e-Signature
Making Life a Richer Experience