Setting Options

Updated: 2024-06-05

Set up TaxCycle just the way you like it. Get an overview of the important options you should know about.

Topics include:

• Where to enter firm contact information
• How to use your logo and signature image in letters
• Where to enter preparer information
• Where to set your EFILE number and password
• Controlling automatic updates
• Configuring review messages
• Setting up pricing
• Setting print options

Date of broadcast: November 4, 2020
Presented by: Perry Giagos