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  1. www.daviekaplan.comHome - Davie Kaplan

    Jul 29, 2024 · At Davie Kaplan, we provide accounting and wealth management services for businesses, individuals and families. We have proven expertise in tax, audit, financial statement service, compliance and financial planning – and so much more.

    • Client Corner

      Portal for communication between Davie Kaplan and the...

  2. www.daviekaplan.com › client-cornerClient Corner - Davie Kaplan

    Portal for communication between Davie Kaplan and the client. You can publish documents to us and download your final tax returns. Please do not upload any financial services documents to this portal.

  3. www.clientaxcess.comClientAxcess

    © 2021, CCH Incorporated and its affiliates. All rights reserved. V 3.3 474166 3.3 474166

  4. www.daviekaplan.com › 08 › Davie-Kaplan-Portal-User-GuideCCH Axcess Portal Client User Guide - Davie Kaplan

    Assign a Portal User to a Client Axcess Portal. Initially, only the portal you are logged in to displays, check the Grant Access box to allow access to this Portal. Click Assign more portals to grant the new user access to other portals the firm has created for you, if applicable.

  5. www.youtube.com › @daviekaplanDavie Kaplan - YouTube

    Davie Kaplan is a leading firm of certified public accountants and wealth advisors with historical roots dating back to 1934. Our firm has proven expertise in tax, compliance and financial...

  6. www.daviekaplan.com › about › news-eventsNews & Events - Davie Kaplan

    Apr 24, 2020 · Davie Kaplan Update Regarding Postponed Filing and Payment Deadline for Federal Income Taxes March 23

  7. www.linkedin.com › posts › davie-kaplan-cpa-p-c-_navigatingDavie Kaplan, CPA, P.C. on LinkedIn: Navigating Medicare Open ...

    Navigating Medicare Open Enrollment for 2024 - Davie Kaplan https://www.daviekaplan.com