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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

AA

By Alex and 1 other2 authors19 articles

Getting Started

TaxAdvantage Client Resources

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

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

How To: Bulk Upload Files With AI

Status Tracker

Status Tracker Overview

Deliverables

Deliverables Overview

Notices

Notices Overview

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