Getting Started

Onboarding

• Best Practices Guide
• New User Training
• Firm Setup Guide

Integrations

• UltraTax CS® Integration
• CCH Axcess™ Integration
• Lacerte® Integration
• GoSystem Tax RS® Integration
• Stripe Integration for Client Invoicing

Settings

• Adding Custom Authorities
• Custom Column Setup & Usage
• Developer Section
• IP Restriction
• Managing Retention Policy
• Multi-Factor Authentication (MFA) for Firm Users

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Account Management

• Client Management: Bulk Import or Edit Clients
• User Management: Bulk Import or Edit Users
• Multiple Office Locations
• Account Management: Client Management
• User Group Definitions
• Preparer Tax Identification Number (PTIN) Support

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