Customer Center

Quick Links

Xero

For accounting

Dropbox

For file sharing

Karbon

For bookkeeping, payroll, tax planning, and ongoing communication

Gusto

For payroll processing

Relay

Online business banking

Getting Ready for Tax Season?

See the complete timeline and what to expect at every step, from document gathering to filing and year-round support.

See the Full Process

Need Something Else?

Reach out to your Customer Advocate, or contact our office.

Contact K&Co

More About Our Partners

About Xero

Xero is a cloud-based accounting platform that helps keep your books up to date.

Xero makes it easy to:

Work from anywhere, on any device.
Connect and collaborate with your customers, vendors, and professional advisors.
Stay safe and secure, with multi-factor authorization and encryption to prevent unauthorized access.
Use its robust app ecosystem to connect best-of-breed software tools with Xero

Visit the Xero website

About Dropbox

We use Dropbox so you can send and receive files over a secure, encrypted connection, without worrying about sensitive information falling into the wrong hands.

Visit the Dropbox website

About Karbon

Karbon is the hub where everything comes together. It keeps your bookkeeping, payroll, and tax planning organized in one place, and it’s also how we stay in touch. Instead of hunting through email chains, you always know exactly where things stand and what we need from you.

Visit the Karbon website

About Gusto

Gusto is our preferred partner for payroll, benefits, and HR. Loved by small businesses, Gusto makes it easy to support your hardworking team. With its easy-to-use dashboard, finding payroll and tax documents is simple. Plus, you can e-sign onboarding paperwork and store it online, where you and your employees can access it easily.

Visit the Gusto website

Relay

Relay is a no-fee, online business banking and expense management platform designed for small to mid-sized businesses.

Here’s why many of our customers like Relay:

No hidden fees:
Bank without hidden fees or minimum balances that tie up your cash flow.

Up to 20 checking accounts:
Easily separate and organize cash to keep it flowing.

Easy connections, integrations, and access management:
Relay solves many of the common challenges businesses face in connecting bank feeds. It also integrates with Xero to automate cash flow management and makes it simple to provide access to external advisors.

Employee cards with controls:
Effortlessly issue cards to your team — as many as you need.

Easily decipher all spending:
Get clean, standardized vendor data and auto-categorization for all card purchases, so you don’t have to waste time decoding team member purchases.

Simplify receipts:
Capture and store receipts in Relay to make month-end bookkeeping a breeze.

Visit the Relay website

Your Privacy and Security

Privacy and security are top priorities. The links above lead to secure logins for tools we use to collaborate with you throughout the process.

We do not share sensitive documents via email, and we encourage you to avoid that too. Instead, our team uses secure tools like the ones listed above, which have multiple layers of protection like encryption, secure transfers, and two-factor authentication.

Our team may occasionally reach out to you by phone or text, but only in the context of ongoing work you’re expecting from us. Please be cautious of any unexpected calls or messages claiming to be from K&Co or the IRS. Neither our team nor any government agency will request sensitive information through unsolicited phone calls or text messages.

You can also protect yourself by following best practices, like checking links before clicking or logging in, only making payments to people and entities you know, and turning on two-factor authentication for all online accounts.

If you ever have security questions or notice something suspicious, don’t hesitate to reach out to us. There are no silly questions, and you can never be too safe!