Our client portal has a fantastic feature that allows us to send over transactions that require more details. You will see these under transactions on the left side menu of the portal. We send items over to get more details from you so we can be sure that they are deductible and that we account for them properly on your books.

Need to know what you can deduct?

Check out a quick video tour of the transaction feature in your client portal:

uncategorized_transaction_walkthrough (1080p).mp4

Managing Transactions and Approvals - Watch Video

Updated 7/23/2025