How To Videos

Invoices Intro

Letter Template Tutorial

First Time Abatement Demo

Bankruptcy Demo

Adding Tasks, Notices and Due Dates

433 Income & Expenses Demo

CSED Demo

Asset Valuation for OIC Demo

Installment Agreement Demo

Currently Not Collectible Demo

IRS Levy Demo

A Tax Professional’s Guide to Dealing with the IRS

E-services Transcript Demo

Audit Monitoring

Transcript Monitoring

IRS Tax Pro Account Access

CAF Check Monitoring

e-Services update to ID.me

Elevator Speech

How to get an IRS Collection Client – Using the Marketing Toolbox

Start Right Here

Editing Firm/User Settings

Importing Clients

Adding New Clients

Updating Practitioner Info

Global Invoicing Setup

Tax Liens (NFTL) 

Bankruptcy (Tax Effects) 

 Installment Agreements, CNC & Non-filers

Collection Statute Expiration Date (CSEDs)

Income, Expenses and Asset Valuation for IRS Collection Purposes 

Get That Offer in Compromise Accepted 

What to Look for During Tax Season 

Penalties, an IRS Profit
Center 

Trust Fund Recovery Penalty 

When the IRS Comes Knocking  

Asset Valuation for IRS Collection Purposes

Levy’s & Your US Passport