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Using Your Client OrganizerUsing Your Client Organizer

A brief overview on how to use your client center.



How to Review My 1040How to Review My 1040

How to login and review your 1040 return.



Using File ExchangeUsing File Exchange

How to use File Exchange to upload documents to our firm.



Accessing Your DocumentsAccessing Your Documents

A brief overview on how to access your documents through our secure Client Center.



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