How to Use

Client Guide to Our Portal

Navigate our portal with ease! This client guide offers step-by-step instructions

How to create an account (Sign-up)

Uploading documents

Scanning documents

Approving documents

How to e-sign - Mobile

Switching profiles on mobile

How to e-sign - Desktop

Switching profiles on desktop

I can’t log in (troubleshooting)

Welcome to Optimize Accounting Solutions. We specialize in effective tax planning and advisory services to help you maximize your wealth.

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Working Hours

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