Account Management

Client Portal

• How Can My Client Print Their Return?

Dashboard Navigation

• How to Run Reports?
• How to Navigate the Preparer Tool Page?
• How to Change Application Settings?

Employer & Employee access

• How to Remove an Employee Account?
• How to Add an Employee Account?
• How to Manage Employee Accounts?

Account Settings

• How to Restart Interview Mode?
• How to Change Fees & Pricing?
• How to Edit Company Name?
• How to Change the Phone Number on Your Account?
• How to Change Your Email on Your Account?

Login Information

• How to Delete a Return?
• How to Print a Tax Return?
• How to Edit a Return in Progress?
• How to Reset Password?