Getting Started on DreamTax - (Non-SmartPractice User)
This guide is for DreamTax users who login directly on DreamTax via the website and not via SmartPractice.
Once you have created a profile and login you complete the following:
Enter ISV Activation Details:
Log in to your DreamTax account. Enter your ISV activation details to link your eFiling profile securely. If you're unsure where to find this information, check out this guide.
Once you've successfully connected your eFiling profile, the sync process will start automatically. This will be your initial sync that pulls your client data from eFiling in.
Initial Setup Page:
After the sync is complete, you will be directed to the "Initial Setup" page. Take a moment to review and update your details to personalize your correspondence. This ensures that all communications reflect the information you want to convey.
Bulk Download and Upload (Optional): For a quicker setup, consider using the bulk download and upload option available in DreamTax. This feature allows you to streamline the process, saving you time and effort.
Start Using the System:
With the setup completed, you are now ready to explore the full potential of DreamTax. Navigate through the user-friendly interface to effortlessly manage your provisional tax submissions.
To add users, follow this guide.
Once you have created a profile and login you complete the following:
Enter ISV Activation Details:
Log in to your DreamTax account. Enter your ISV activation details to link your eFiling profile securely. If you're unsure where to find this information, check out this guide.
Once you've successfully connected your eFiling profile, the sync process will start automatically. This will be your initial sync that pulls your client data from eFiling in.
Initial Setup Page:
After the sync is complete, you will be directed to the "Initial Setup" page. Take a moment to review and update your details to personalize your correspondence. This ensures that all communications reflect the information you want to convey.
Bulk Download and Upload (Optional): For a quicker setup, consider using the bulk download and upload option available in DreamTax. This feature allows you to streamline the process, saving you time and effort.
Start Using the System:
With the setup completed, you are now ready to explore the full potential of DreamTax. Navigate through the user-friendly interface to effortlessly manage your provisional tax submissions.
To add users, follow this guide.
Updated on: 06/03/2024
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