Documents & signatures
Canopy
Your client portal, mobile. Upload a document by taking a photo of it, sign returns and letters electronically, and see what we are waiting on from you.
Client Center
Our tools, in your pocket
Every app on this page is an extension of the Client Center. Download the ones your engagement uses and sign in with the same username and password you already use on the web.
Your books
QuickBooks Online
The same numbers we see, on your phone. Check your cash position, send an invoice, or look up a transaction from anywhere.
Bills out
Bill.com
Approve the bills we have queued for payment from wherever you are. A bill never has to wait for you to be back at a desk.
Meetings
RingCentral
Join your video meetings with us from your phone. Your meeting invite has the direct link; this is the app it opens in.
Receipts
Dext
Snap a photo of a receipt at the register and it lands in your books, categorized and attached to the transaction. No shoebox required.
Stuck?
Can't sign 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. Prefer the desktop versions? They all live in the Client Center.
From the Learning Center
Real questions, candid answers
Our clients' reviews
Here is what they say about working with us
I have been doing business with Caro & Associates for about 2 years now; personal and business account and I have wonderful things to say. First of all, they have saved me tons of money, I finally found an accounting company that won't overcharge me and will follow the rules to the "T". Secondly, their customer service is amazing, the Owner Jose Caro came to meet me several times and answer all my questions. The key to a great relationship with any professional is communication, whether it is an email or a phone call they are very timely when it comes to responding. I was so impressed with the service I began to refer my clients and every one of them has been just as pleased.
I’ve been working with Jose, owner of Caro & Associates for a few years now. Jose is a wealth of knowledge when it comes to tax preparation and planning. I highly recommend Jose and his team. They’re dedicated to providing the highest level of customer service. In addition, I have referred most of my clients to Jose with the peace of mind of knowing that Jose and his team will take great care of them.
Jose is the best accountant I've worked with, He takes the time to explain your options, he's very attentive whenever I need help with something, highly recommended.
The team at Caro and Associates are tax wizards. I thought I was going to owe almost $20k and they got me a small refund. I've been working with them as my accounting and payroll team since I opened my small Healthcare practice, Novel Eyes. Jose came highly recommended by several unconnected people and I feel like I'm in very good hands.