Staff Portal
Welcome. Select a tool below to get started.
Practice Management
Financial Cents
Project & workflow management
Microsoft 365
Email, Teams, SharePoint, OneDrive
Payroll Relief
Payroll processing & management
Tax & Accounting
QuickBooks Online
Client bookkeeping & accounting
Drake Tax
Tax preparation software
NYSIF Online
Workers' compensation & insurance
Communications
Text Request
Client SMS & texting platform
MyFax
Online fax management
VOIP Phone System
Computalk office phone system
Benefits & Compliance
Capital Group / OGI
American Funds retirement plan
Ethena
Compliance & HR training
Security
Keeper Admin
Password manager — admin console
Keeper Vault
Password manager — personal vault