Getting Started

Onboarding

• Best Practices Guide
• Onboarding Website & Details
• SafeSend Returns Firm Setup Guide

Integrations

• UltraTax CS® Integration
• GoSystem® Tax RS Integration
• Stripe Integration for Client Invoicing

Settings

• Adding Custom Authorities
• Custom Column Setup & Usage
• Enabling Single Sign-On (SSO)
• IP Restriction
• Managing Retention Policy
• Multi-Factor Authentication (MFA) for Firm Users

See all 15 articles

Account Management

• Preparer Tax Identification Number (PTIN) Support
• Account Management