Preparation Path Clients
As a Preparation Path client, you have access to the tools, resources, and ongoing support included with your service.
Use this page to access the resources available to you.
Financial Tracker
Use the Financial Tracker to record income and expenses, review your cash position, track recurring and expected activity, and keep your financial information organized throughout the year.
Financial Tracker Tutorials
Access tutorials that walk through how to use the Financial Tracker and complete common tasks.
Need Help?
Use your secure client portal to send questions, documents, or information related to your service.