Tax Resolution & Notices

Tax Organizers

• Send Business Tax Organizers
• Send Bulk Tax Organizers
• Send Individual Tax Organizers
• Create a Power of Attorney (POA) Form

Transcripts

• Transcript Status/Error Messages
• Set Up the Transcripts Integration
• Request a Client Transcript
• Review Transcripts Documents
• Review Transcripts Reports
• Revise a Client's Transcripts Settings

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Collections

• Purchase Collections Cases
• Activate a Collections Case
• View Collections Analytics

Notices

• Navigate the New Notices Workspace
• Create a Notice
• Use Notice Templates
• Manage Notices From the Tasks List
• Notices Glossary

Getting Started with Transcripts & Notices Standalone

• Use Transcripts & Notices In-App Guides
• Request a Client's Transcripts
• Revise a Client's Transcripts Settings
• Request a Client's Transcripts Again
• Create Notices
• Update Statuses from the Notices List

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Engagements

• Use Client Surveys
• Create an Engagement
• Create an Engagement Letter
• Create a Letter Template
• Update Your Letter Templates
• Add Forms to an Engagement

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