Jody Radcliff CPA

Technology Options

We offer a wide rage of paperless, technology savvy enhancements that make your life simpler.

Direct Deposit

Instead of providing paper checks, you can pay your employees through direct deposit

Personalized, Secure Cloud Services

Maintain clear, consistent communication with ease and mobility


 Offers clients the ease of viewing paycheck information online or through a phone app. Benefits include viewing:

• Paycheck detail- hours, earnings, pay period and tax deductions

• Vacation time available

• Sick time available

• Add the option of receiving a notification e-mail when hew pay stubs are available Clients and employees enjoy the option to view this information on the go, in a clean, user friendly look complete with pie charts and pictures of checks.

What it looks like on a computer

What it looks like on a SmartPhone

Client Portal

Receive and send tax and bookkeeping documents to and from the firm securely through your very own client portal. This is where you can keep all of your important documents in a safe place.

We are notified whenever anything new is uploaded and you will be notified when we upload something as well.

The Advantage: More secure than e-mail, and easier than having busy clients take time out of their day to drive to us and find a place at home for documents.

How it works: You will receive an e-mail notifying you that a client portal has been created. Be sure to activate it within 48 hours, and you can getting started uploading documents in the "Documents to Preparer" folder, and receiving through the "Documents from Preparer" folder.

Home page for the firm where you sign in

log in Portal

Where you can send and receive documents

Document Sample


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