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Workflow Tools (7m02s)

Updated: 2024-12-12

Watch this video (7m02s) to learn how to track tasks throughout each stage of preparing a tax return and generate status reports throughout tax season.

  Watch Workflow Tools

1
More Information...

Related topics:
 Workflow Groups and Tasks
 Workflow IDs
 File Information and History

2
Trial Sign-Up and Training

See for yourself:
 Download a free trial
 Watch webinar recordings
 Get the Getting Started Guide

3
Have More Questions?

We're here to help!
 Email support
 1-888-841-3040
 ProTax Community

 

1
More Information...

Related topics:
 Workflow Groups and Tasks
 Workflow IDs
 File Information and History

2
Demo or Trial Sign-Up

See for yourself:
 Schedule a live demo
 Download a free trial
 Get the Getting Started Guide

3
Have More Questions?

We're here to help!
 Email support
 1-888-841-3040
 ProTax Community