- Introduction to Your Client Collaboration Hub
- Creating Your User ID & Logging Into Your Collaboration Hub
- Signing Your Engagement Letter
- Questionnaire – Personal Information – About You
- Completing Business, Rental & Farm Schedules
- Document Request List – Overview
- Document Request List – Using Connections (Link to Your Online Accounts)
- Document Request List – Notes to the Accountant
- Adding Tax Payments
- Completing or Adding Taxable Event Tiles
- Entering Electronic Fund Detail
- Notifying Your Accountant You Are Done
- Sending Missing or Late Items
- Electronically Signing Your Tax Return Form 8879