Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:

Client Center

- Individual Clients
- Business Clients
- Client Employee

(Hosted QuickBooks)

(QuickBooks Online)

Using Your Client Organizer
How to Review My 1040
Using File Exchange

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Our Blog

3 cybersecurity tips to protect your small business

October 1, 2019

The 2019 small and midsized business (SMB) Cyberthreat Study from Keeper Security reported that nearly two out of three SMB owners do not feel threatened by or are not concerned about cyber attacks. Yet, in the previous year’s study, two out of three business owners reported falling victim to some level of data breach.

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