Welcome, New Client

Welcome to Custom Accounting Solutions

You're in good hands. Before we dive in, this page walks you through everything we need from you and everything we'll be doing for you throughout the year.

A quick hello from George Wood, CPA

Action required

What we need from you

To get your account set up correctly and start working on your behalf, we need a few things from you. Here's exactly what to do and why each item matters.

3 steps to complete

1. Accept your TaxDome invitation

2. Upload your prior 2 years of tax returns

3. Invite CAS as your accountant in QuickBooks Online

1

Why this matters: TaxDome is our secure, encrypted communication and document hub. Email and text are not secure methods for sharing sensitive financial information. Everything — documents, messages, invoices, signatures — happens through TaxDome to keep your data safe and in one place.

Accept your TaxDome invitation

Check your inbox (and spam folder) for a TaxDome invite from CAS. You'll receive two separate invites — one for your Business portal and one for your Personal portal. Create your password and log in to both. Can't find the email? Let us know and we'll resend it.

Go to your TaxDome portal →
DOCUMENT UPLOAD

2

Upload your prior 2 years of tax returns

Once inside TaxDome, go to Documents in the left sidebar and upload your two most recently filed tax returns — both business and personal. If you have both, upload all four documents.

Why this matters: Your prior returns are the foundation of everything we do. They show us your historical filing positions, any carry-forwards, depreciation schedules, and prior-year elections that directly affect your current-year strategy. Without them, we're working blind.
Upload documents in TaxDome →
QUICKBOOKS ONLINE

3

Invite CAS as your accountant in QuickBooks Online

In your QuickBooks Online account, invite us as your Accountant user — not Admin. This is a critical distinction: Accountant access gives us what we need to do our work without changing your company's ownership or billing settings.

Why this matters: Without QBO access we can't see your transactions, run reports, or reconcile your books. Inviting us as Accountant (not Admin) is also best practice — it keeps your account ownership secure while giving us the professional access level designed for your CPA.

Watch: How to invite CAS as your accountant in QBO (not admin)

CHECK YOUR INBOX

Stay connected

Connect with us on social media

Following Custom Accounting Solutions on social media keeps you informed, educated, and connected throughout the year — not just at tax time

Why it's important to follow CAS

Stay up to date on tax law changes and deadlines that affect your business

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Exclusive Client Updates

As a valued Custom Accounting Solutions client, you'll receive practical tax insights, important reminders, and accounting resources designed to help your business stay compliant and financially organized throughout the year.

  • Monthly tax and bookkeeping tips for business owners
  • Quarterly estimated tax deadline reminders
  • Year-end tax planning checklists before tax season
  • IRS announcements and tax law updates
  • Business insights and financial best practices from our CPA team