Macros

Easily create and use macros to speed up repeated tasks, such as automating the creation of Form 2848 for every completed return. [CC]
Other videos in this category:
Is your firm considered single-user or multi-user? This video explains the differences and provides examples of each scenario
Redact SSN, EFIN, and PTIN on printed return sets. [CC]
Configure email settings for your entire office or allow individual settings per user. [CC]