Get an overview of the important options you should know about.
Learn how to:
- Enter firm contact information
- Use your logo and signature image in letters
- Enter preparer information
- Set your EFILE number and password
- Create a folder structure for your client files
- Control the file naming
- Set defaults for new files
- Customize print sets
- Set pricing information
Answer the polls during the webinar to earn 0.5 verifiable CPD credits.
