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Accountant Guides
All things accountants need to know to succeed in Taxbotic
By Nitin1 author16 articles
Getting Started Guide - Accountant
Taxbotic Testing Checklist - Accountant
I'm signing up for an Accountant Account
I'm adding a new Client Tax Return
Guide for uploading bulk client returns
Editing and Deleting Client Returns
Invite, Uninvite and Reminders
I am adding a new team member to Taxbotic
Active Vs Inactive Team Member
Main Accountant Account Vs Team Account
Assigning Client Returns to Team
I'm viewing the client's Submitted Information
I'm Carrying forwarding Client Tax Returns
I'm finalizing Client Tax Returns
Taxbotic Messaging
DocuSign Integration Guide