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 EF 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

Locating an Office on The Central Site Portal

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

Uploading Documents using the MyDocsOnline tool