Covers Basic App Functionality for the Taxpayer Contact 
• Staff 
• Appointment 
• Links
Walkthrough of Return Menu
• Taxpayer steps to entering information
• Driver’s License scan/import
• Office selection
• Capturing images of tax documents

 

Still need help? 

No problem. Send a message to one of our app experts, or call us at 206-209-2653.
Our Support is available from 6:00am – 4:30pm PST

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Mobile App Functionality Training

Covers Basic App Functionality for the Taxpayer Contact
• Staff
• Appointment
• Links
Walkthrough of Return Menu
• Taxpayer steps to entering information
• Driver’s License scan/import
• Office selection
• Capturing images of tax documents
  
 

 

Mobile App Software Import Training


• Notifications to the Taxpayer and Tax Office
• Retrieving the submission in the software
• WIP Screen Menu item
• Request entry format options
• Reviewing the import
 
 

 

Tax Mobile App
Portal Training


Portal Login
Portal – App Configuration Options
• Location
• Staff
• Custom Links
Taxpayer Submission Data
• Viewing
• Exporting 
 

 

 

 

Send Additional
Forms Feature


Taxpayer experience
in the app Software import steps
 

 

 

 

  

We love using our combined skills to create innovative experiences that deliver value to your tax business. The philosophy of METIK is to do what we can to help you reach your goals. Left Brain truly meets Right Brain. And it’s what makes METIK the right partner for you.

Do you want to grow your business? We can help!

Schedule a FREE consultation with a marketing expert.