Video Library

Portal Assistance

Best Practices for Portal Navigation

Instructional video for uploading documents, navigating the organizer and accessing your tax returns

How to Migrate from NetClientCS to the Thomson Reuters Account

Step by step instructions for how to migrate from your NetClientCS login to the new Thomson Reuters Account SignIn

How to Register Your Thomson Reuters Portal

Step by step instructions for user registration of the Thomson Reuters Portal

Compliance tutorials

Beneficial Ownership Information Reporting Requirements

FinCEN reporting requirements go into effect January 1, 2024 - Is your business ready?

How to make IRS payments online

Step by Step Instructions

About Clearpath fort collins cpas

What do you mean by Business Advisory?

Listen to this brief video by one of our shareholders, Ralph Shinn about strategic partnerships.

Check back soon for additional videos!

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