Video of the Month: Firm Information

December 2019    Tags:

If you don’t add to or change your firm’s information on a regular basis, it can be helpful to have a refresher on what fields are available. The Firm Information video shows you where to access your firm’s contact information in System Configuration and provides examples of how certain fields can affect your reports, statements, and 1099s.

Watch this two-minute video here:

Training Videos can be accessed at You can also access the videos while in the software by selecting Help | Training Videos.

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