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• Click Send Instructions after entering email address, this sends a link to the email address entered

• Clicking the emailed link will redirect the user to the the reset password page where a new password can be entered and saved (minimum

  NOTE: your password must be at least 6 characters )long

Dashboard

The first page you will land on upon logging in is the dashboard. Here you will be able to press Start New Form to initiate a form. You can get back to this page at any time by pressing Dashboard on the left-hand side navigation bar.

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The same 4 filters from the Forms tab are present on this page so you can easily search your forms.

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Import Functionality

Organization Tab

Under the Organization tab there are 3 sub-sections: Users, Billing, My Organization. You can use these pages to update your organization information, add or remove users from your organization and purchase/manage credits which you need to use TaxScribe Pro.

When you click the Organization tab you see organization detail fields that can be filled out or edited.

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Users

From the users tab you can add people to your organization. When you press Add User you will be taken to the add user screen where you need to enter their information and press save. You must enter the same email address that they use for their TSB or TSP account in order for them to see your organization within their TSP portal.

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