Dashboard Training for Preparers

Training Videos

Tax Return Navigation Tips and Tricks
Home Screen Navigation
Client Status
Client List Navigation
Calendar Navigation
Bank Application with Signature Pad
Email Paperless
Fixing Rejects
Dependent W7
How To Print
Scanning Paperless
Schedule A
Schedule C
Signature Pad Paperless
State Return Add & Navigate
W7 Application for ITIN
Identity Protection PIN
How to 1040 X Amended Tax Return