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DEMO & TRAINING VIDEOS
Customer Dashboard
When tax season gets busy, you will have a nice dashboard to manage all of your customer returns at each stage in the process.
Quickly Access Your Customer Returns
Quickly search and find customer information to speed up your processes.
Business Returns Are Easy
Forms 1120S, 1120, 1065, 1041, 990, 720, 706, 2290, 709, 5500, 8849, 8038CP are all available
60 Minute Training Video
Get a full overview of the software
Timestamps
00:00 Introduction
01:27 Dashboard Overview
01:59 Navigation Sidebar
04:48 Creating Personal Returns
09:25 Key Features for Returns
11:25 Uploading and Scanning Documents
15:12 Links to IRS
15:48 Searching Tax Forms
17:08 Taxpayer ID Verification / Due Diligence
18:48 Adding Dependents
21:00 Saving and Verifying Returns
21:42 Adding Income
24:20 Completing a Schedule C
28:10 Using the Workpad
29:44 Adding Additional Expenses
30:18 Depreciation & Amortization (Form 4562)
36:18 Verifying a Return
40:08 Completing a Return
41:38 Password Protecting a Return, Managing Appointments, Letters, and Notes
42:44 Getting Returns Ready for e-file and Setting Fees
46:00 Capturing Signatures In-Person and Remotely
50:45 Managing Documents Electronically
53:08 Transmitting Returns
54:00 Q&A
60 Minute Training Video in Spanish
Get a full overview of the software
See more videos on our YouTube Page