About the "Web Organizer"

We have placed a sample organizer here on our website.  You may access the sample here: Sample Web Organizer

Log in with Client ID "78355@Doe123"  (Note: Prior to the 2010 tax year, the "78355@" was not used.)

And Password "wq4ckz6p" Tip: Copy and paste the password (without the quote marks)

We also provide secure internet storage of documents.  Visit the secure storage location for the sample client here. Login with doe123 and same password.


  Click here for system requirements for the Web Organizer

  Following are several screen captures showing the basic navigation.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

System requirements for the Web Organizer are:


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A Microsoft® Windows® 7, Windows Vista,® or Windows XP Professional operating system.

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Internet access with a browser. Supported browsers include Apple®  Safari®  version 5.0 or higher, Google Chrome,™ Microsoft Internet Explorer®  version 7.0 or higher, or Mozilla®  Firefox®  version 3.0 or higher.

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128-bit encryption is recommended.

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An email service.

bullet Optional: Adobe®  Reader®  version 7.0 or higher. If you do not already have it installed on your computer, you can download the free Adobe Reader from http://www.adobe.com/products/acrobat/readstep2.html.