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For Clients Only

With your own user id, here's what will be available to you, as our client, on our website:

  • Record Retention Guidelines 
    Find out how long you need to keep your records.
     
  • Secure File Transfer
    You'll be able to transfer your computer files to our office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.
     
  • End of Month Software procedures 
    We will make sure you know exactly how to transfer files to our office, including when to perform backups or other month-end administration.
     
  • Documents
    You'll have access to certain documents that we make available to all our clients, such as a sample expense report. Additionally, we will provide, as needed, documents addressing your specific needs.

‚ÄčCall TODAY for your own user id and password!




Paul W. Schwartz CPA, PC
462 SW Ward Road, Lees Summit, MO 64081
Phone: 816-525-4975