Usage Guides
Quick Reference Guides
Processing & Assignments
- Disable watermarks on specific pages of a return
- Processing a return
- Adding a Watermark to the Client PDF files
- Adding Voucher Payments
- Adding Voucher Payments Manually
- Additional E-Sign Documents: Checkboxes and radio buttons
Reports (Delivered & Archived Returns)
- Reports Menu
- WebRTC Screen-Share: CPA Experience
- Action Icons (Delivered Returns Report)
- Adjusting payment reminder settings on returns
- Delivered and Archive Returns statuses
- Download E-File Forms and Audit Page
Client Assistance
- Client Experience
- Grouped Returns: Sharing screens with a controller
- [Video] 1040 client experience
- [Video] Entity client experience with K-1 distribution
- Client Experience: Returns on Mobile
- Edit/Clear Payment Details - Client Experience