Documents & signatures
Client portal
Upload documents, sign returns and letters electronically, and see what we are waiting on from you. This is the home base of your engagement.
Open the client portal →Client Center
Everything you use with us, on one page
Bookmark this page. Each card opens the login for one of the tools your engagement runs on, and if you ever get stuck, call us and a person picks up.
Payments
Pay your bill
Pay an invoice by card or bank transfer through our secure payment page. No login needed, just the invoice in front of you.
Pay your bill →Your books
QuickBooks Online
Your books live here. Sign in any time to see the same numbers we see: we keep them current on a monthly rhythm.
Sign in to QuickBooks →Bills out
Accounts payable
Review and approve the bills we have queued for payment in Bill.com. You approve; we handle the rest.
Open Bill.com →Your team
Human resources
The Mineral HR platform is included with our payroll service: handbooks, labor law guidance for your state, and HR answers on demand.
Open Mineral →Meetings
Video conferencing
We meet over RingCentral video so you can skip the drive. Your meeting invite has the direct link; this is the app it opens in.
Open RingCentral →Receipts
Receipt capture
Snap a photo of a receipt in Dext and it lands in your books, categorized and attached to the transaction. No shoebox required.
Open Dext →Time with us
Book a meeting
Need to talk something through? Grab 30 minutes on our calendar and bring your questions.
Book a 30-minute call →Forms & documents
The forms you actually need, in one place
Client forms
Government forms
Stuck?
Can't log in to something?
Call us at (206) 497-0671, Monday to Friday, 9am to 5pm. We will get you back in or resend the invitation, usually while you are still on the phone.
From the Learning Center
Real questions, candid answers
Our clients' reviews
Here is what they say about working with us
Jose is knowledgeable, professional, and thorough. He is very pleasant to deal with and is happy to answer any questions you may have (even if you forget things easily and have to ask the same questions repeatedly, as I often do). My wife and I are two satisfied customers! I'd definitely recommend Caro & Associates to any individuals or small businesses in need of accounting & tax help.
Jose and his team work hard to take excellent care of each client to meet their specific business and personal needs. Jose goes above simple accounting, he also helps you look to the future to plan for success. You can't go wrong choosing Caro and Associates.
Excellent communication with accounts, top notch work. I really appreciate how through their work is and confidential. I highly recommend Caro & Associates, LLC.