By completing this seminar, you will be able to:

Tax Online, Lacerte, and ProSeries

• Efficiently manage tax returns, including tracking the status of each return
• Navigate the tax preparation workflow process
• Efficiently enter tax return data
• Understand how each product handled the Qualified Business Income Deduction
• Perform a final tax return review, including forms review and diagnostics
• Manage the eFiling transmission and status process
• Modify user preferences and options, including print, return status and more

Link Collaboration Portal

• Collaborate with clients electronically to collect tax documents
• Send an invitation to your clients
• Review the uploaded documents and completed questionnaire
• Track the progress of each request 

E-Signature with Payments

• Create and securely send forms and engagement letters for client signature
• Understand the taxpayer authentication and document signature flow
• Know how to review the completed forms and payments received

• Tax Online, Lacerte, and ProSeries
• Link Collaboration Portal
• E-Signature with Payments

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