SmartPractice Client Data Management on DreamTax
Getting Started on DreamTax (SmartPractice User)
Navigating eFiling for ISV Activation
Getting Started on DreamTax - (Non-SmartPractice User)
Activate User to use DreamTax via SmartPractice
Client Communications in DreamTax
DreamTax Sync Options
Managing Users on DreamTax
Manage Billing - DreamTax
Archive/Unarchive a Client on DreamTax