Tax Season Help

Be sure to take advantage of our client purchase history reports.

Tax Season Paperwork Mess

Do you need a report of all the marketing investments you made last year? We can save you time and effort by providing a report for all of your purchases. You can access this directly from your account in your private portal.

To access this report use our client portal:

  1. Login
  2. Accounts
  3. Reports
  4. 'Purchase History'
  5. Download

Not a client yet but like the idea of being prepared for next year's tax season?

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