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Last Updated: October 1, 2026
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Summary
In this video, we'll show you how to upload a file to Watch this recorded webinar for step-by-step instructions on how to initiate and manage your projects effectively. You'll learn key ... This video details how to operate the In this webinar, you'll learn how to streamline your client onboarding experience with In this video Laura will go over how to setup your client (external) users in Implementing Document Sharing with Learn how to configure user access, authentication, and security settings in Learn how to request files using Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents ...