Click the following links to view videos of various processes.

Exchanging and viewing files

Video: Viewing files (approx. 2 minutes)

Video: Uploading files to File Exchange (approx. 2 minutes)

Video: ClientFlow (approx. 3 minutes)

My Invoices

Video: Paying invoices (approx. 1.5 minutes)

Registering your portal and logging in

Video: Register your portal and log in (approx. 2 minutes)

Remote Payroll

Video: Remote Payroll (approx. 2 minutes)

UltraTax CS Tax Organizer

Video: UltraTax CS Tax Organizer (approx. 3 minutes)