Tax Season Help

Be sure to take advantage of our client purchase history reports.

Do you need a report of all the marketing investments you made last year? We can save you time and effort by providing a report for all of your purchases. You can access this directly from your account in your private portal.

To access this report use our client portal:

1. Login
2. Accounts
3. Reports
4. 'Purchase History'
5. Download

Not a client yet but like the idea of being prepared for next year's tax season?