TD Consulting Group, PC - CPAs

TD Consulting Group, PC – CPAs, Tax & Business Advisors
Welcome. This free, feature-packed App has been carefully designed with our clients in mind. As a single point of access to our firm, this App is a helpful place to get critical information whenever you need it. As always, the team at TD Consulting Group, PC is on hand to provide professional, personal advice and guidance.
Features and benefits the clients love:
-Client Portal Link – Access our client portal for viewing and uploading your documents
-Mobile Push Notifications – Relevant, succinct messages customized for you
-Client Dashboards – Access to management reports for your business through Fathom
-Bill.com Account Link – Automate your accounts receivable and accounts payable
-Quick Calculators - Mortgage, loan, profit, savings and APR calculators at your fingertips
-GPS Mileage Tracker – easily send the data to us for tax preparation
-Receipt Manager – Snap photos of receipts and categorize - easily send to us for tax prep
-Income Manager – Available for schedule C clients with limited sales transactions
-Industry Updates – The latest business and personal accounting/tax updates and key dates
-Firm News – Updated directly by the firm, you’ll get the latest reminders and firm updates
-Social Media – Linked to our social media accounts and content
Our mission is to be outstanding financial "coaches" for small business owners, entrepreneurs and high-net worth individuals; providing proactive financial, business and tax advice on which decisions can be based. As a proactive, forward-thinking firm, we feel that reaching out to you in a modern, time-efficient way is an integral component of that mission.
Please contact us at 503-786-7320 or [email protected] if you have any questions or if you would like to explore our services. You can find us on the web at www.tdcpagroup.com.
Address: 6400 SE Lake RD, Suite 150, Milwaukie Or, 97222
Please be aware: Continued use of GPS by running the Mileage Tracker in the background can dramatically decrease the battery life of your device.