For Clients Only
For Taxco Clients Only
With your own userid, here's what will be available to you, as our client, on our website:
Free Tax advice . . . Our clients receive unlimited free tax advice, ask tax questions via our website and we will give you the right advice for free.
Record Retention Guidelines . . . Find out how long you need to keep your records.
Secure File Transfer. . . . You'll be able to tranfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.
End of Month procedures and checklists . . . We will make sure you know exactly how to transfer files to our office, including when to perform backups or other monthend administration.
Software . . . For clients using our member firms and associate software, we provide software downloads and updates. Software training is also available.
Documents and templates . . . You'll have access to certain documents that we make available to all our clients, such as a sample expense reports, cash flow templates, monthly Excel summary templates, additionally, we will provide, as needed, documents and templates addressing your specific needs.
Biz Guides . . . Free Business guides to assist you with Accounting, Management, Employee administration, Tax and many other topics in your business.