Help & Answers
Frequently asked questions
Prepare for your first conversation and learn how the client process works.
Preparing for your first conversation
- Make a short list of the services you are considering.
- Note the questions you want to discuss and any timing concerns.
- Be ready to describe how your records are currently organized.
- Wait for secure instructions before sharing sensitive documents.
Do I Need Accounting Services To Use The Application?
No. The customizable Client Application is a standalone business-management offering. Use inventory, purchasing, dispatch, teams, tasks and document tools without purchasing accounting services. GND confirms your requested tools before activation.
Can I Choose Accounting & Tax Services Separately?
Yes. Choose professional services without adopting the business-management tools. Your secure portal can support document sharing and communication for the agreed work; additional application tools are optional.
What Does Tax Support Include?
Quarterly estimated-tax payment support for 1099 earners, self-employed clients and businesses; applicable sales-tax returns and filings; 1099 preparation and filing; and coordination of tax records and questions. GND confirms the scope for your circumstances. The portal does not automatically file returns or send tax payments.
Can GND Help With Business Formation And Filings?
Business Formation & Filing Support covers administrative information gathering, document organization and coordination for review. It is not legal advice; consult your attorney about legal questions and documents. The current portal supports intake only, not automated government filing.
Is An On-Site Physical Inventory Count A Financial-Statement Audit?
No. This optional accounting service focuses on internal inventory review: physical counts, reconciliation of differences and inventory controls. It is not a formal financial-statement audit or assurance engagement. Inventory tracking software remains a separate application option.
How Do I Become A Client?
Start with a general inquiry or ask for an application demo. GND will discuss your software needs, any optional services and the proposed scope before onboarding.
Can I Create A Portal Account Myself?
Portal access is invitation-only. GND sends a secure setup email; you choose your password and complete onboarding inside the portal. The public website does not create an account.
Can I Customize My Portal As My Needs Change?
Yes. Request services during onboarding or later in Services & Customization. Approved tools appear in your menu, and Document Center remains available for secure communication.
Where Should I Send Tax Documents?
Use your authenticated client portal after receiving instructions. Do not include sensitive records in public forms or general email inquiries.
Can I Use The Portal On My Phone?
Yes. The portal includes optional home-screen installation guidance and works in a supported browser. A connection is required to view client records.
Are Services And Fees The Same For Everyone?
The scope depends on your circumstances and requested work. Discuss the proposed services and fees with GND before work begins.
Does This Website Give Personalized Tax Or Legal Advice?
These pages describe services and the client process. Advice depends on your circumstances and an agreed engagement; formation-related legal questions belong with your attorney.