Need help with your bookkeeping? Not sure how to fill out your tax forms? Look no further! We now offer “Go to Assist” remote online assistance, which allows our staff to deliver live service support to any PC, Mac, or mobile device – all remotely. With Go to Assist, we can now access your computer or mobile device (iPads and iPhones) and show you how, right from the comfort of your home.

Some of the key features of our new program includes:

  • Two-way screen sharing
  • File transfers
  • Session recordings
  • Annotation tools
  • And much more!
1. Please enter your name and the number that your accountant will provide to you in the associated fields and click the Connect button. This will initiate the screen-sharing session.

2. You will then be prompted to download a virus-free plug-in.

3. Once you approve, the accountant will be able to view your screen and will take control of your mouse and keyboard

Please note that you can end the screen-sharing session at any time. Please call us if you have any questions regarding Go-to Assist.

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