As a valued client you get a secure, password protected portal to store and access your important electronic files from anywhere at anytime.
Whether you're at work, home, or on vacation you always have access to your excel files, word documents, PDF files, or accounting database.
To start using the client file exchange/storage service please log in above or register here.
Additionally, if you are one of our clients utilizing our paperless document management/workflow system that comes with the CompleteCFO Package please login here.
Need to process a payroll online? Please go to Reliance Payroll, an affiliate of CB Smith & Associates.
To use our hosted QuickBooks solution? Click Here
Need to print from our hosted QuickBooks solution? Click Here (Open zip file and double-click on each installation file)