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Site Features
Site Features for Prospective Clients
Learn
Watch how it is actually done
Short videos and the written manuals — reading a cardlock statement, preparing a California return, and running each of the online tools. Free, and no sign-in.
1 item across 2 sections.
Getting started
Short videos and the written manuals - what the tools do and how to run one.
Want this run on your own numbers?
The videos use worked examples. If you would rather watch one of these run on your own statements, that is what the free assessment is — tell us what you file and we will do it with you on a call. Your files never leave your computer.