TaxTank

In the tutorial video below, we will show you how to;

How to access real-time client information

1. Completing your setup 
2. How to invite your team 
3. How to set team permissions 
4. How to invite your clients 
5. How to access real-time client information

Learn how to use the onboarding checklist tasks to ensure your advisor firm onboards as quickly as possible.

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