July 14, 2016

Client Forms

Helpful Info from Strategis CPAs

Government Forms

Employee Insurance Coverage Notices

  • Form 1 – For employers who offer a health plan to some or all employees.
  • Form 2 – For employers who do not offer a health plan.

Tax Guides

eSignature Forms

Please click a link below to securely complete the appropriate document. Immediately after signing the document, you will receive a confirmation email from Echosign (our document signing software) to confirm your email address – make sure you check your email and confirm your email address.

Finally, you will receive a confirmation email containing a PDF copy of your signed Information Release Form. Please keep a copy of the document for your records.


Client Login

- Individual Clients
- Business Clients
- Client Employee

- Forgot Password?

Accounting Login

Not using Internet Explorer?Need Help Connecting?   Forgot your Login Information?

"Powered by Right Networks

QuickBooks Online

Accounts Payable Login

Video Meeting

Join a scheduled video meeting with our staff.