Pro Web Training for Administrators

Intro To Admin

Adding an Office

Intro To Config

Security Template – Manager

Security Template – New Preparer

Security Template – Sr. Preparer

Security Template – Customer Service

Minimum Prep Fee

Maximum Prep Fee

Billing Template

Add ERO Office Setup

Office Login Creation

Office Setup Recap – Required Steps

Custom Fees and Discounts

Custom Question

Taxpayer Profiles

Return Tags

Print Set Templates

Return Review – Approve or Fail

Return Review – Preparer Perspective