Below are some downloadable PDF documents that answer many frequently asked questions of our clients:

How To DOWNLOAD a File From Our Website

How To DOWNLOAD a File From Our Website via File Exchange

How To UPLOAD a File to Clientflow

How To UPLOAD a File to our Website via File Exchange

How To Make FTB Payments for Businesses

How To Make FTB Payments for Individuals

How To Create an Individual IRS Account

How To Make IRS Payments for Individuals

How To RESET Your Client Password