Preparing for your Tax Appointment
How to Join A Zoom Meeting
Do you have a meeting with your accountant, but can't figure out how to join the meeting?
Click on the video below for a short tutorial on how to join.
Getting set up with a Client Portal
Want to know how to get set up with a client portal? Check out this video for instructions.
How to use the Client Portal
Now that your in the client portal how do you upload your documents?
Check out this video for help.
Navigating the Website
Let us help you navigate the website and see what SLBW has to offer.