Follow

No Taxation Without Representation [31:01]

 2017Webinars.jpg

It’s Tax Time and whether you’re bombarded with client document requests or you’re changing into your tax hat—it’s safe to say that times are crazy! Learn how to handle in the moment requests as well as future requests to get ahead of the game for the next year! In this Webinar we cover the features of Keywords, Repeating Activities, Tax Qualified Accounts, and Memberships.

Click the link below for more information on each of the features covered in the video:

01:04 - Admins Only Section

01:25 - Manage Database Lists

01:45 - Manage Database Lists - Keywords

02:20 - Recently Viewed Contacts

02:25 - Contact Overview

02:37 - Contact Overview - Keywords

03:38 - Advanced Search

04:36 - QuickLists

05:55 - Contact Overview - Accounts

06:14 - Tax Qualified Flag on Account

08:45 - Contact Tax Information

14:15 - Quick Add Activity

15:26 - Repeating Activities 

23:54 - Memberships

24:50 - Broadcast Email Templates

26:24 - Mail Merge Templates

26:56 - RMDs In Redtail - Keep Out Of The Penalty Box

27:10 - Accounts by Tax Qualified Type Report

27:58 - Preferences

helpdesk_VIDEOfooter.jpg

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk