Setup
- Adding Interest and Dividend Statements to Templates
- Custom Admin Message
- Preparer Information for Online
- Making Prep Use Fields required in the Software
- Print Sets
- Forms not staying in templates
- User Functions in Online
- Template Carry Forward - VIDEO INCLUDED
- Resetting Your Online Password
- Administrator Functions
- Return Templates
- First Time Login
- Log in using 2-Step Verification
- Unable to edit Master Template
- Online Pricing Defaults
- Add/Create New Users in Online Software
- Customizing the Mobile App