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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:

Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return.

Firm Setup

Enter information about your firm prior to processing tax returns.

Masking ID Numbers

Redact SSN, EFIN, and PTIN on printed return sets.