My CPA, PA

Julio Acosta

Daniela Acosta

Jorge Rodriguez

Prospect Client Database

Prepare Proposal and Engagement Letter

Canopy Admin

Canopy Client Portal

enQ

Tax & Accounting Software

Creative Solutions – Free Tutorials

Check Email Online

Sharefile – Portal

QuickBooks Desktop (New Platform) – Pro, **Premier, Enterprise

Quickbooks Cloud for Desktop (Qbox)

Client Touch Platform

Send Files for Electronic Signatures

Send Faxes

Delivery of Tax Returns to Clients

Individual Tax Return Questionnaire

Business Tax Return Questionnaire

Write-up/Bookkeeping

Scoping Form

Gathering of information and documentation required to define scope of work/services need by prospect client before preparing Proposal and Engagement Letter

Thomson Reuters Support

Will need Firm ID

Payroll Desktop Activation

Creative Solutions Software Status (Virtual Office)

QuickBooks Online – for Bookkeeping

QuickBooks Online – for Payroll

IRS – FIRE System (1099s)

IRS Filing Addresses

State – Re-employment Login

State – Sales Tax

Florida Dept Rev – e-Enrollment Link

Florida Dep Rev – Registration

IRS Refund

Sales Tax Portal

Ultra Tax & Practice CS

Download QB programs (Old)

Check Email Online (Exhangemymail Online)