Admin Training

Empower your administrative skills with specialized Taxpro software training for seamless management.

1
Intro to Admin

2
Adding an Office

3
Intro To Admin Configuration

4
Manager Template Hypothetical

5
New Preparer Template Hypothetical

6
Sr Preparer Template Hypothetical

7
Customer Service Template Hypothetical

8
Minimum Preparer Fee Configuration

9
Maximum Preparer Fee Setup

10
Fee Billing Setup

11
Add ERO Office Setup

12
Office Login Creation Office Setup

13
Office Setup Recap Overview

14
Custom Fee or Discount Setup

15
Custom Question Setup

16
Taxpayer Profiles Template

17
Return Tags

18
Mark For Review Approved or Failed

19
Print Set Templates

20
Return Review Process Approve or Fail

21
Review Process Preparer Perspective