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CLIENT PAGES

The client pages of your customer area give you access to various financials, source documents, and/or reports that clients like to have unlimited access to.  Below is an example of types of pages that can be found.  If you delve deeper into the customer area you will find pages specific to your account needs. 

Financial Statements

Profit & Loss 2014

MONTH

QUARTER

ANNUAL

GRAPHS

 

 

 

Profit & Loss 2015

MONTH

QUARTER

ANNUAL

GRAPHS

 

Reports

Invoices/Proposals

JANUARY-DECEMBER 2014

JANUARY-DECEMBER 2015

Payroll

Paystubs/Paychecks

Check Register

Payroll Summary

941 Payment

Tax Forms

WDOR

SUTA

L&I

IRS

Source Documents

Tax Notices

2014

2015

 

Bank Statements

2015

Proposals

2014

2015

Invoices

2014

2015