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