Dashboard / Portal

Bank Specification by User With Multiple Bank Approvals

How to Transfer a Return to The Originating Sub-Office From the Main/Master Installation

How to Assign a Billing Scheme to an Office in Management Dashboard

How to Create a Billing Scheme For Management Dashboard

How to Change a Tax Return Owner From the Utility Menu

How to Check The Status of an EF Return Using "Where’s My Refund" on The IRS Website

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How to Backup Returns in The Program

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How to Import QuickBooks Data Into a Business Return

How to Set Up Default Printing of The Spanish Client Letter

Locating an Office on The My Tax Office Portal (Central Site Portal)

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Uploading Documents using the MyDocsOnline tool