Recorded March 15, 2017

Explore Version 26 and learn how to track client documents with a checklist, manage client fees and payments, and keep a record of client communication and activities.

Recorded September 21, 2016

What’s Trending: Explore the Paycheck Calculator, a new tool to expedite paycheck entry.

Quick Tips: See how to create a fast-entry paycheck template.

Discover the Secrets in Tax and Bankruptcy.

Learn how to:
• Address unpaid income taxes in bankruptcy
• Identify “secured” tax liens
• Recognize the three types of “tolling”
• Treat tax debts in a Chapter 13 case
• Make a profit by discharging your clients’ taxes
• Understand “McCoy” and it’s application by the IRS
Plus, learn the five simple steps to determine the dischargeabilty of tax debts!