AI Tax Prep
In this collection, you'll find articles and videos that walk you through AI tax prep from end to end.
Articles
- Review Function in Binder - Cross Reference
- Video walk-through of AI Tax Prep
- Forms Tab Overview
- Workflow Overview Guide
- Review Functions in Binder - Flag
- Summary Tab Overview
- Pre-Entry Notes Notifications Overview
- Review Functions in Binder - Add a Note
- Review Functions in Binder - Tickmark
- Source Files Tab Overview
- Pre-Entry Notes Tab Overview
- Reordering Documents, Adding Categories - Binder Screen