Customers

Users add payers, recipients, and forms to Customers, for tax filing. Users assigned to a customer account has permission to access the customer in the Customer Dashboard (see User Groups (Permissions)).

You can add customers and search for customers and view their details. Actions on customer profiles can be performed as necessary.

Sections:

• Adding Customers

• Editing Customers

• Deactivating Customers

• Searching and Filtering the Customers