Video Library

HOW TO VIDEOS

Utilizing our website

How to utilize the features on our website

Introduction to Your Method CPA Portal

How to access your documents and navigate your Method CPA Portal.

Using File Exchange

How to upload documents to Method CPA.

How to Complete Your Tax Organizer

How to login, print, and complete your tax return organizer.

Reviewing My 1040 & Completing Action Items

How to access your tax return for review and how to access and complete any action items such as signature forms and tax payments.

Reviewing My Business Return & Completing Action Items

How to access your tax return for review and how to access and complete any action items such as signature forms and tax payments.

Employers

Accessing payroll related documents.

Employees

How to login and access your paystubs and W-2

TAX VIDEO LIBRARY