Settings
- Adding Custom Authorities
- Custom Column Setup & Usage
- Developer Section
- IP Restriction
- Managing Retention Policy
- Multi-Factor Authentication (MFA) for Firm Users
- Multi-Factor Authentication (MFA) for Taxpayers
- My Settings (Individual User Settings)
- Recommended Print Settings
- Returns Settings Overview
- Settings: Client Instructions
- Settings: Saved Messages
- Settings: Vouchers & Invoices
- Signature Stamp Guide
- Signer Delegation: Firm Settings
- Single Sign-On (SSO)
- Suite Settings Overview