FAQs

How to access box portal?

Answer coming soon. If you need help urgently please contact us here.

How do I schedule an appointment?

You can schedule an appointment by calling our team at (888)603-8121 or sending submitting a form here.

How do I add users to Quickbooks & Xero?

Answer coming soon. If you need help urgently please contact us here.

What type of appointments do you offer?

Our office offers several different options for appointments including video telephone conference, in person office visits in Southern California, as well as the option for on site visits for our Orange County clients.

Why am I required to give a "wet signature"?

Answer coming soon. If you need help urgently please contact us here.

If I don't have a scanner, how can I scan documents?

Apple: 1. Open your notes app 2. Create a new note 3. Click on the camera icon 4. Choose “Scan Document” 5. Crop image & Save

Android: 1. Open the Google Drive app 2. In the bottom right, tap Add 3. Tap Scan 4. Take a photo of the document you'd like to scan. Adjust scan area: Tap Crop . Take photo again: Tap Re-scan current page . Scan another page: Tap Add . 5. To save the finished document, tap Done .