CLARIDA & LUDEKE CPAs INC.
 
Never Underestimate the Public's Trust

CLIENT ACCESS

Clients use this page to access through a private, secure portal, their files, financial statements, tax returns and bookkeeping software.

Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24
 
Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29
 
Viewing Document Presentation Files
This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58