Dashboard / Portal

How to Transfer a Return to The Originating Sub-Office Using Management Dashboard

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

How to Create a Billing Scheme For Management Dashboard

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

How to Backup Returns in The Program

How to Import QuickBooks Data Into a Business Return

How to Set Up Default Printing of The Spanish Client Letter

Internal: How to Start a Screen-Share With a Customer Using Join.Me

Locating an Office on The Portal

How to Modify an Existing Billing Schedule in Management Dashboard

How to Assign a Federal License to an Office

How to Create User Accounts for Management Dashboard

Error Message: "Return Locked on Current SSN by Service Bureau" While Transmitting a Return

Uploading Documents using the EMP