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TaxAdvantage - Client Help Center
TaxAdvantage - Client Help Center
Utilize the help center for onboarding, training and realizing the benefits of TaxAdvantage
A
By Alex
1 author
17 articles
Getting Started
What is TaxAdvantage?
Getting Started With TaxAdvantage
How To: Navigate TaxAdvantage
Contact Support & Report Issues
Client Dashboard Overview
Account Setup & User Management
Set Up Your Account
Setting Up MFA
How To: Add New Users
How To: Reset an Account
Users' Security Responsibilities
Information Requests
Information Requests Overview
How To: Navigate Information Request Lists
How To: Upload Files and Fulfill Information Requests
How To: Resolve Returned Requests
Status Tracker
Status Tracker Overview
Deliverables
Deliverables Overview
Notices
Notices Overview