Our Video Center

Videos about current Events and How to's

April 12, 2020 Covid Update

Stacey Bartel, President and founder of OBS Financial has a special message to his clients.

Watch to se how hard his team has been working to get you the information you need to know

Virtual Office Overview

1 - Online Registration

2 - Upload Center

Here you can add a short description.

3 - The Video Review

Here you can add a short description.

4 - Docusign

Here you can add a short description.

5 - Web Meetings

Here you can add a short description.

Enter a title

Here you can add a short description.

Visit our YouTube channel to view numerous Step-by-step videos on how to use our electronic services

The Electronic Services Portal

Registration Center

This is where you go to use our online Registrations Forms. Once you are finished, youy will have the ability to add documents

Upload Center

Check out our easy to use Upload Center, You are just a phone clicks away from sening us your tax documents

Tools

Visit our tools and resouces page for Forms and Documents that make it easier for you to get your tax documents organized.

Tools

How to Video's

Are you to technology, or are you having problems with our Electronic Services Portal.

Check out thes easy to use video's.

How to Guides

Do you want a Crib Sheet to print off, showing you steps on how to use our Electronic Portal.

Download out tools here

Other Forms

Is there something we are missing, Visit our Other page to find some of our less used resources

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