First Time Login



Homescreen Navigation



Start A New Return



Filing Status Selection



Personal Information Entry 


Dependent Entry Screen



Client List Search Option



Branded Mobile App



Quick Refund Calculator



Going Paperless



Carry Forward – Prior Year Client


Adding Forms – Return Navigation


Add Bank Product -Efile Page


Submission Page – Mark For Review


Customer Portal – Client Portal


Review Return Work Flow


W2 Input



Sch-C and 1099-NEC



Child Care Credit – 2441



8867 – Due Dilligence



8863 – 1098T – Education Credit


1095A – Healthcare Reporting


Schedule A – Basic Navigation


Schedule A – Navigation and Entry


Schedule B – Navigation and Entry


Schedule E – Navigation and Entry


W-7 ITIN Application



First Time Home Buyer Credit – 5405


Depriciation Navigation and Entry


Car and Truck Expense – Mileage


Amended – Fixing Another Offices Errors


Amended – Accepted Client Return


Application For Extension