New User Training and Resources
Choose company-level or preparer-level training, with one lesson for each video.
2 sections · 18 articles
Account Hub & Company-Level Training
9 articlesTax Prep Control
Service Bureau Onboarding
Manage Offices
Manage Locations Account Hub
Manage Groups
Location Manager Manage Banking
Fees Breakdown
Custom Sidebar Links
Company Level Templates
Preparer-Level Training
9 articlesStart New Return
Review Returns
Rejected Returns — office review
PreAck Advances
Amended Returns
Navigating Returns
E-File Process
Client Search
Basic Income Form Navigation