Setting Options

Updated: 2022-05-02

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about.

Topics include:

  • Where to enter firm contact information
  • How to use your logo and signature image in letters
  • Where to enter preparer information
  • Where to set your EFILE number and password
  • Controlling automatic updates
  • Configuring review messages
  • Setting up pricing
  • Setting print options

Date of broadcast: November 4, 2020
Presented by: Perry Giagos