Usage Guides
Quick Reference Guides
Processing & Assignments
- Processing the Return
- Adding a Watermark to the Client PDF files
- Adding Voucher Payments
- Adding Voucher Payments Manually
- Assignments Statuses
- Client Info Tab (Tax Return Processing)
Reports (Delivered & Archived Returns)
- Reports Menu
- WebRTC Screen-Share: CPA Experience
- Action Icons (Delivered Returns Report)
- Delivered Return Statuses
- Download E-File Forms and Audit Page
- Generate an Access Code for Taxpayers
Client Assistance
- Client Experience
- [Video] 1040 Client Experience
- [Video] Entity Client Experience with K1 Distribution
- [Video] Entity E-signing Client Experience with K1 Distribution
- 1040 Taxpayer Experience
- Client Experience: Returns on Mobile