How-to Obtain a Taxpayer Signature Remotely
This video describes the process of obtaining taxpayer signatures remotely. Runtime: 0:02:12 2 minutes, 12 seconds
Continue reading →Tag Archives: Video
How-to Remove a Return from the Transmission Queue
This video shows two methods for removing returns from the transmission queue. Runtime: 0:00:56 56 seconds
Continue reading →The Non-Returning Client Report
Want to know who, of your prior year tax clients, has not returned this year? Watch this video. You’ll learn how to run the List of Non-Returning Client report. Runtime: … Continue reading →
How to Update the Status of your Returns
Return status is updated automatically during transmissions. Sometimes circumstances are such that the actual status of the return is not reflected in your database. This video shows how to use … Continue reading →
Importance of Transmissions with Filter data
Learn about what happens when you transmit, the process of transmitting, and how to temporarily remove queued returns from transmitting. Runtime: 0:02:22 2 minutes, 22 seconds
Continue reading →How to Update the Program
In this video you’ll learn about how to keep your program updated to the latest version. Runtime: 0:02:39 2 minutes, 39 seconds
Continue reading →Information & Status Overview
In this video you’ll learn how to use the Information and Status page to obtain status information about your federal and state tax returns, including bank product information. Runtime: 0:03:28 … Continue reading →
Paperless Office
Shows how you can save time and money using the paperless office features included in the Software. Topicsinclude the Document Archive, scanning documents, importing files, capturing electronic signatures, and more.Runtime: … Continue reading →
Creating a Billing Schedule
New and experienced users alike will learn something in this video. You’ll be taught about hourly and form by form billing, as well as billing for worksheets, states, and line … Continue reading →
Login Account and Access Levels
Learn how to regulate what your staff sees and what they can do within the software program. Viewers will know how to grant and restrict access to various screens and … Continue reading →