Please choose one of the options below.

Company / Client Setup

Efficiently create and manage client profiles individually or through bulk uploads, keeping all client information in one place.

Company / Client Setup
Download Template

Access the required templates along with detailed instructions to ensure your data is formatted correctly for our system.

Download Template
Upload CSV Data

Input your data into the provided templates and seamlessly upload the CSV files into our system for processing.

Upload CSV Data
E-File EPS RTI (Upload Status)

Monitor the status of your data uploads as they undergo validation. Once validated successfully, initiate the e-filing process with ease.

Upload Status and E-File
E-file Status

Track your e-filing submissions and print certificates upon successful completion, providing you with official records for your files.

Efile Status