Setting Options

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.

Perry Giagos

30 minutes

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