Getting Started with TaxAdvantage
If you’re new to TaxAdvantage, we recommend starting with the following client‑focused Help Center articles to understand key workflows and expectations:
Navigating TaxAdvantage - How To: Navigate TaxAdvantage | Armanino Help Center
Navigate TaxAdvantage to efficiently manage engagements, requests, and related tasks.
How to Add New Users - How To: Add New Users | Armanino Help Center
Step-by-step instructions to invite new users to TaxAdvantage
Uploading Documentation - How To: Upload Files and Fulfill Information Requests | Armanino Help Center
Guidance on securely uploading and managing requested files.Resolving Returned Requests - How To: Resolve Returned Requests | Armanino Help Center
Learn how to quickly address and resolve requests that have been returned by the Armanino team.
Direct Link to Our Client Help Center - TaxAdvantage - Client Help Center | Armanino Help Center
Client‑Facing Demo
Looking for a walkthrough of the TaxAdvantage experience?
View the Client‑Facing Demo from Armanino's private YouTube page - https://www.youtube.com/watch?v=vbso8eEmHIY&feature=youtu.be
Use this demo to explore common workflows and see how TaxAdvantage supports collaboration and readiness.
Need Help?
Our support team is here to assist you every step of the way.
Support Email:
If you have questions, run into issues, or need guidance, please contact us at TaxAdvantageSupport@armanino.com.
We’re happy to help ensure your experience with TaxAdvantage is smooth and successful.