Account Management

Dashboard Navigation

• How to run reports
• How to navigate the Preparer Tool page
• How to change applications settings

Employer & Employee access

• How to remove employee access
• How to add a new employee
• How to find the employee access page

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 do I print a tax return?
• How to login/edit a return in progress
• How to reset password
• How to reset forgotten username