Instructions for Clients
Allied Client Admin Links
Via Secure Portal: Citrix ShareFile (secure | recommended)
Via Secure Forms: Formsite (secure | can also be used to report transactions & notes)
Via Email (least secure method)
Uploading Monthly Statements & Other Documents
Reporting Transactions & Notes
Via Formsite
Scheduling time with Alison
Time is billable if it is not covered by our monthly agreement.
Please use my Appointlet scheduling links to find a session length/type and time that works for you.
Instructions by Topic
Other Helpful Links & Resources for Business Owners
Business Start-ups
Get a Federal ID Number - IRS. This is FREE. Please don’t pay for a FEIN number. https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
Register your business with the Wisconsin State Department of Financial Institutions: https://www.wdfi.org/apps/CorpFormation/
Allied Tips for opening a business bank account
Get a Seller’s Permit for the State of Wisconsin: https://www.revenue.wi.gov/Pages/Businesses/New-Business-home.aspx
For Employers:
Register with Wisconsin Department of Workforce Development: http://dwd.wisconsin.gov/uitax/register_business.htm
Allied Recommendations for Payroll Services
Unemployment Compensation
Workers Compensation
Other Resources:
Tips for Finding a Tax Preparer
Business Books
Profit First
Specialty Store Retailing
*PLEASE NOTE: The website links and information being provided are listed for convenience only and strictly as a courtesy. When you link to any of the web sites provided here that leave this web site - we make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Information provided herein is not to be considered legal advice or all-inclusive to your particular situation. Please contact your attorney to be sure you have everything you need!