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ProDeskCPA Docs
Help center for firms + clients
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Client Portal Articles
Guides for end clients using the portal.
01
Welcome — first time signing into your portal
02
Uploading documents
03
Completing the tax organizer
04
E-signing forms (8879, engagement letters)
05
Paying invoices online
06
Using the mobile app
ProDeskCPA — Practice Management for CPA Firms