E-Services

We provide personalized financial strategies, expert bookkeeping, and insightful reporting to help you achieve your financial goals. Our experienced team is committed to delivering exceptional service and ensuring compliance, allowing you to confidently focus on strategic growth

How access works

1

Choose your apps

Check the requirements for each app below.

2

Get verified

Send us your details. Most accounts are verified within 24 business hours.

3

Log in and start working

Set up SecureKey Auth once, then use the same sign-in for every app.

Before you sign up

Most apps share the same basics. Each app lists anything extra.

Business profile

Legal name, EIN and business address.

Authorized representative

Photo ID for the officer requesting access.

Signed engagement

Your agreement with Applied Accountancy.

Authenticator app

Needed for SecureKey Auth sign-in.

Our apps

Apps marked client login are ready once you are verified. Others need approval first.

Payroll Pro

Payroll and tax filing

What it can do

Run payroll, file payroll taxes and manage employee payments in one place.

What you need to sign up

EIN verification, a signed 941 authorization and an active client profile.

How to use it

1. Confirm your employees and pay schedule.
2. Review the payroll preview and approve it.
3. Taxes are filed and pay stubs go out automatically.

E-File Hub

Tax return filing

What it can do

File federal and state returns electronically and follow each return's status.

What you need to sign up

Client portal onboarding and a signed e-file consent.

How to use it

1. Upload your tax documents to your secure folder.
2. Review and e-sign your return.
3. Track IRS and state acceptance online.

SecureKey Auth

Multi-factor authentication

What it can do

Generate security codes and manage two-factor sign-in for all portals.

What you need to sign up

A smartphone with an authenticator app such as Google Authenticator or Duo.

How to use it

1. Scan the setup code with your authenticator app.
2. Enter the 6 digit code the first time you sign in.
3. Use the same code for every portal.

EFTPS Pay

Federal tax payments

What it can do

Make federal tax deposits with scheduling and a confirmation receipt for each one.

What you need to sign up

EFTPS PIN and temporary internet password enrollment.

How to use it

1. Pick the tax type and amount.
2.Schedule the deposit date in advance.
3. Save the confirmation receipt for your records.

Bill Pay Center

Accounts payable

What it can do

Pay vendor bills, schedule payments and manage approvals from one dashboard.

What you need to sign up

A verified business checking account and ACH transfer authorization.

How to use it

1. Upload or forward vendor bills.
2. Approvers review and release each payment.
3.Payments go out on schedule and sync to your books.

Ledger Book

Bookkeeping

What it can do

Track transactions, reconcile accounts and produce clean financial books.

What you need to sign up

A signed engagement agreement and an assigned accountant role.

How to use it

1. Connect your bank and card accounts.
2. Your accountant categorizes and reconciles each month.
3. Open your reports any time.

Not sure which app you need? Contact our team