TaxSlayer Proweb: NEW USER TRAINING VIDEOS

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Part 1: Office Configuration

Office Configuration: Manage your entire operation effortlessly with our comprehensive setup. Customize ERO location details, control tax preparer and data entry access, set preparation fees, and streamline bank product enrollments—all in one intuitive platform

Part 2: Working in a Return

Seamless Tax Return Entry in TaxSlayer ProWeb:

From start to finish, effortlessly enter all necessary details, including taxpayer and spouse information, dependents or qualifying relatives, income forms, and applicable credits. Our user-friendly platform ensures accuracy and efficiency every step of the way

Part 3: Taxes To Go App and the Customer Portal

Securely Receive and Manage Tax Documents with Taxes To Go App and Customer Portal:

Collect tax documents with ease through the Taxes To Go App, and provide clients with a simple, secure way to review and sign their tax returns via our customer portal. It’s a streamlined, user-friendly solution that keeps your clients’ information safe while making tax season a breeze

TAXSLAYER dESKTOP: NEW USER TRAINING VIDEOS

Part 1: Configurations (Length: 29:36)

Part 2: Working With Returns and Program Features (Length: 50:31)

Seamless Tax Return Entry in TaxSlayer Desktop:

Premium Features (Length: 20:58)

Premium Features Include:

Comprehensive business tax preparation for returns such as 1120, 1065, 990, and more.

Business Program Quick Start (Length: 4:04)

QuickStart Overview:

Stay on top of your tax office operations with real-time updates. Easily manage and transmit tax returns, track their progress, and receive acknowledgments promptly—all within our streamlined platform, ensuring a smooth and efficient workflow every day