Tax Resolution & Notices
All about how to set up transcripts, notices, and collections.
Tax Organizers
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
Collections
Notices
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
Engagements
- Use Client Surveys
- Create an Engagement
- Create an Engagement Letter
- Create a Letter Template
- Update Your Letter Templates
- Add Forms to an Engagement