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)
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