Office Set Up

  1. Overview
  2. Tax Slayer (PRO WEB)
  3. Office Set Up

Location for Your Sub Sites in Your Software

Your Sub Sites are going to need access to your Tax Software, so we need to create an office for them.👉 Within the main menu, Scroll down and Click on Manage Offices👉 When you're ...

Written by TamikaMarie

Connect an EFIN To a Tax Office Location

ProWeb: How to Connect an EFIN To a Tax Office Location Once you’ve set-up and created your Sub Site’s Office Location, We’re going to connect the EFIN that we set-up in Account Hu ...

Written by TamikaMarie

Account Hub:Setup Branded Mobile Apps Office Locations

In your Account Hub > Go to Manage Locations🔎 Find or search for the EFIN for the office that wants a mobile app > Click on the phone icon. You will then have this screen: ...

Written by TamikaMarie