Desktop Training for Preparers

Training Videos

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