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