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Lipsey & Associates
(703)988-6573
(703)997-2621
[email protected]
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Resource Library
Video Library
Creating User ID & Logging into your Collaboration Hub
https://www.youtube.com/watch?v=wK6VqB7-_qU
Electronically Sign your Engagement Letter
https://youtu.be/h2A1urQAUmY
Getting Started with your Tax Organizer
https://youtu.be/m0n5Ras9J_g
Document Request List Overview
https://youtu.be/YnWnDrDPte4
Document Request List- Attaching Documents
https://youtu.be/IHZu48RJzKE
Notify your Accountant you are Done
https://youtu.be/wK6VqB7-_qU
How to use ShareFile
https://vimeo.com/1002014892?loop=0
Sending More Documents
https://youtu.be/wgZmv7mppEw
How to set up your IRS online account
https://www.youtube.com/watch?v=xXVK2dpsGWs