Getting Started

Onboarding

• Supported Organizer Types
• Keys to Success

Print Settings

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

Settings

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