Getting Started

Onboarding

• Promoted article Preparedness Guide
• Promoted article Supported Organizer Types
• Keys to Success

Print Settings

• Promoted article GoSystem® Tax RS Best Practices for Printing Organizers
• Promoted article CCH® ProSystem fx® Best Practices for Printing Organizers
• Promoted article CCH Axcess™ Best Practices for Printing Organizers
• Promoted article UltraTax CS® Print Settings for Organizers and Engagement Letters
• Promoted article Lacerte® Print Settings for Organizers and Engagement Letters
• Organizer Font Settings for CCH Axcess™

Settings

• Promoted article Default Download Options for Organizers
• My Settings (Individual User Settings)
• Settings: Saved Messages
• Settings: General
• Settings: Client Instructions
• Settings: Custom Questions