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.

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