Connect Mobile App

Get more insight in how Connect works, and how to best utilize it with your clients

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19 articles in this collection
Written by Jesse Arroyave

Connect: Uploading Form 8879 To Your Signature Request

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Written by Jesse Arroyave
Updated this week

Connect: Choosing The Payment Method And Disbursement Method

In this short video, we show you where we indicate your clients payment and disbursement method. These 2 items will not import.
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Written by Jesse Arroyave
Updated this week

Connect: Important Details For The Import Process

In this short video we pinpoint the important things you need to do to ensure the import works properly
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Written by Jesse Arroyave
Updated this week

Connect: Desktop Tool

In this short video, we show you how to download the desktop tool and verify that you have the update version, so that it works properly.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Spanish Settings

In this short video, we show you how to adjust your settings to Spanish while using the Connect mobile app.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Where Do I See Unread Messages From The Chat?

In this short video we show you where you can quick see unread messages from a client on our Dashboard.
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Written by Jesse Arroyave
Updated over a week ago

Connect: How To Use Your Unique Link And ERO Code

In this short video, we show how your clients access your customized page through your unique link and code.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Your Clients Refund And Your Fees

In this short video, we show how you inform your client of their tax federal tax refund, state refund, and your preparation fees.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Live Chat

In this video we show you how to utilize the chat to seamlessly communicate with your client throughout the process.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Taxpayer Attachments

In this short video, we show you where you can find all your taxpayer attachments (W2, Id's, Tax Forms etc) within our Dashboard.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Client Organizer

You can use the client organizer to reference all of the information that your client submits through the app.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Customizing Your App & Link

In this short video, we show you how to customize your app with an intro message, your logo, brand colors, and your unique link.
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Written by Jesse Arroyave
Updated this week

Connect: How It Works From Start To Finish

In this short video, we describe how you customize your app, edit your unique link, and see how the chat feature brings it all together.
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Written by Jesse Arroyave
Updated over a week ago

Connect: TaxSlayer Import

In this short video, we show you how to import the connect return into your TaxSlayer tax software.
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Written by Jesse Arroyave
Updated over a week ago

Connect: RushTax Import

In this short video, we show you how to import the connect return into your RushTax tax software.
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Written by Jesse Arroyave
Updated over a week ago

Connect: TaxWise Import

In this short video, we show you how to import the connect return into your TaxWise tax software.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Proseries Import

In this short video, we show you how to import the connect return into your Proseries tax software.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Drake Import

In this short video, we show you how to import the connect return into your Drake tax software.
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Written by Jesse Arroyave
Updated over a week ago

Connect: Crosslink Import

In this short video, we show you how to import the connect return into your Crosslink tax software.
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Written by Jesse Arroyave
Updated over a week ago