Client Portal

Resources

Below are links and resources for Brennan, Piper & Associates clients.

QuickBooks Tips & Tricks: Recurring Entries

Creating an invoice in QBO will create an accounts receivable transaction. You can automate the invoice by clicking Make Recurring at the bottom of the invoice window. To create an...

QuickBooks bookkeeping best practices video

Check out some tips and tricks to make your time in QuickBooks Online more efficient Watch more Quickbooks Online step-by-step tutorials to learn all the QuickBooks tips and tricks: https://www.youtube.com/playlist?list…

SafeSend Signatures – Send For Signature

Welcome to SafeSend Signatures, part of the SafeSend Suite. In this video, you will learn how to use SafeSend Signatures, an extension to SafeSend Returns, to send a document for...

Get Started with ShareFile

Want to know what makes Citrix ShareFile different? For starters, there’s our incredible team of account managers who make sure new customers have the tools they need to make ShareFile...