Account Hub & Company-Level Training
Training for account administrators and company-level users.
8 articles
Articles in Account Hub & Company-Level Training
Tax Prep Control
Watch this company-level training recording. Menus may differ by software version.
Service Bureau Onboarding
Watch this company-level training recording. Menus may differ by software version. Seasonal enrollment examples reflect the recording; confirm current program dates before acting.
Manage Offices
Watch this company-level training recording. Menus may differ by software version.
Manage Locations Account Hub
Watch this company-level training recording. Menus may differ by software version.
Manage Groups
Watch this company-level training recording. Menus may differ by software version.
Location Manager Manage Banking
Watch this company-level training recording. Menus may differ by software version.
Custom Sidebar Links
Watch this company-level training recording. Menus may differ by software version.
Company Level Templates
Watch this company-level training recording. Menus may differ by software version.