File Tracker · staff only
Open your authenticator app and enter the 6-digit code for Nick.
This is a temporary password. Choose your own before continuing.
Scan this with Google Authenticator, then enter the code it shows.
Save these somewhere safe.
Each works once, if you lose your phone. You won't see them again.
Tuesday, July 14 · 2026 season
Tuesday, July 14
People waiting for a call back from you.
Client dropped off documents. Log it, then print the folder tag.
Where finished files live — paper in boxes, email files in client folders.
Who can sign in. Only you see this tab.
Who works here and what’s on their desk.
Adding or removing people happens in Accounts — everyone needs a login.
baldeep@protaxcanada.com
Someone called and needs a call back.
They get an account automatically — a temporary password is emailed to them.
Name it and pick a shelf. Its digital folder is created automatically.
Choose where this file goes.