(508) 563-2218 | info@stratligninc.com

Video Library

Video Library

Using Your Client Organizer

A brief overview on how to use your client center.



How to Review My 1040

How to login and review your 1040 return.

Using File Exchange 

How to use File Exchange to upload documents to our firm. 

Accessing Your Documents

A brief overview on how to access your documents through our secure Client Center.



     Using Bill.com 

How to use Bill.com to approve your bills.



New Client - Getting Started

This is everything you should download on your device
so that we can provide you with an efficient service!



How We Save You Money With Receipt Bank

If you are using receipt bank with your accountant this is what happens
behind the scenes. The point of it all is we save time
managing your accounts, therefore you save money!



How To Keep Your Receipts Organized 

Forget about losing receipts or digging through a box of them at the end of the
year! Receipt Bank is one of the apps we have our clients use to keep them organized and also save a ton of time for us. Download the app and never lose a receipt again!


In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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We're Hiring

 Careers

Firm Administrator

This is an administrative position providing support to all team members of the firm. This position encompasses a wide range of activities with involvement in all phases of administration...

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Bookkeeper and Client Onboarding Specialist

The individual for this position must be detail oriented and have high acumen for accounting and customer service. This position plays an integral role in the firm by ensuring the client’s financial records, accounting...

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