Tools And Resources To Get You Connected
We make it easy to share online with instructions for our available resources.
Bill.com
Simplify, digitize and automate back-office financial processes with this recommended cloud-based software
Disclosure Consent
Call our office to enable Grimbleby Coleman to release documents to a third party
Intacct
Work smarter with this cloud accounting software that also provides financial management solutions
TaxCaddy
A secure and easy way to send us your tax preparation documents: upload here or connect with us
Additional Tools & Templates
- 1099 General Information
- 1099 Using QuickBooks
- 2022-2023 1099 Worksheet
- An Internal Control Checklist
- Fiduciary Compliance Checklist
- Fiduciary Fundamentals GC Version
- GC Record Keeping Policies
- How Can You Prepare
- Record Keeping Guidelines for Individuals
- Record Keeping Tips and Guidelines for Businesses 2
For additional assistance contact us at
(209) 527-4220, or email us at contactus@gccpas.net.