Introduction
Client Training - Using Portals
Level: Basic
This course is intended for new clients to Document Presentation, File Exchange, UltraTax CS/NetClient CS, Web Organizers. This concise video and audio demonstration will help you acclimate to using the portals easily. You will walk through logging in, managing passwords, and using the Document Presentation, File Exchange, Web Organizer, and 1040 Web Delivery modules. No advanced preparation is required to take this class. This On-Demand course requires a high-speed internet connection.
View Topics
- Log in to your personal private portal
- Password Management best practices
- View Document Presentation
- Use File Exchange
- Web Organizer Data Entry, Attachments, and Completion
- View Completed Returns
- Collaborate and share documentation with you using Document Presentation and File Exchange
- Share tax information with the Firm using Web Client Organizers and access your individual tax returns via the portal
- Log in to your portals and manage your passwords
My Client Training: Your Personal On-Demand Classes
On-Demand classes are a convenient way to get acquainted with your client software. You can access your classes 24/7, directly from our website and advance through the course material at your own pace–starting, pausing, stopping, and repeating as desired. To get started, simply log in below.
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