The Williams Overman Pierce, LLP online resource center provides useful tools, links and news regarding the financial world.

Whether you need information on home financing, personal financing, investments, retirement, leasing or some other financial topic, we hope you will find this section to be a valuable source.


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Clients

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Raleigh CPA Firm
 


CLIENTS

Below you will find what you need to connect into your portal as well as your Quickbooks remote control sessions with instructions and Tax Notebook.

PLEASE NOTE: Our portal manufacturer created portal for use in Internet Explorer version 6, 7 or 8 only.  Please use only Internet Explorer browser to connect into your portal.  Unfortunately, Safari (the Apple browser), Firefox, Google Chrome, or Opera do not allow the use of ActiveX controls.

Client Portal Access: Client Portal

Quickbooks Remote Support: Quickbooks Remote Support
Williams Overman Pierce Remote Support: WOP Remote Support

Client Portal Setup Instructions:
Internet Explorer Portal Setup - PDF
Internet Explorer Portal Setup - WORD

Client Portal Login Instructions:
Internet Explorer Portal Login - PDF
Internet Explorer Portal Login - WORD

Adobe Typewriter Instructions:
Typewriter Instructions - PDF
Typewriter Instructions - WORD

Client Tax Notebook: Tax Notebook
Tax Notebook Instructions: Complete & Submit Your Tax Organizer Online - PDF 
Portal Rich Client Setup file: Portalrichclientsetup
 

EMPLOYEES


Virtual Private Network Access: VPN

Quickbooks Remote Access: WOP Support

Employee Email: Outlook Web Access

Client Portal Admin Access: Portal

Employee Online Payroll: IPay

Employee Benefit Center: Dennis Insurance Group

Employee Help Desk: Help Desk

 

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