Set up TaxCycle’s workflow to match yours.
Learn how to:
- Configure groups and tasks to match your practice workflow
- Choose which tasks are required to consider a tax return complete
- View and edit return status in the Track sidebar
- Show workflow before saving
- Flag a return that is waiting on client input
- Set a due date on a return
- Automatically track adjustments made after filing
- Filter based on return status in the Client Manager
Answer the polls during the webinar to earn 0.75 verifiable CPD credits.
