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Administrative Options Setup

Customize the software to suit your practice’s needs using administrative-level controls to change data entry screens, adjust billing and payment options, and more.

Other videos in this category:

Email Setup

Configure email settings for your entire office or allow individual settings per user.

Preparer Setup

Grant preparer status to office staff who will be preparing tax returns.

ERO Set Up Screen

Follow these instructions to complete ERO setup to begin filing returns electronically.