Financial Information

Entering Financials

• Video: Manual Data Entry

Normalizing Adjustments

• Video: Adjusting Financials
• How do I make normalizing adjustments?

Financial Analysis

• Video: Financial Analysis

Track Documents

• Video: Document Manager

Integration Methods-General

• Video: Integrating Data

Integration Methods-ETRR

• About the Electronic Tax Return Reader
• What are the tax software codes that are current supported by Electronic Tax Return Reader?
• What if I see "we are currently unable to read this file. The producer is...? (UltraTax)
• What if I see "we are currently unable to read this file. The producer is...? (Drake)
• What if I see "we are currently unable to read this file. The producer is...? (Lacerte)