How do I access the Tax Strategies library?

After you log in with your custom URL  you will reach the Dashboard. 

If you are not sure which strategy to create please visit our Tax Strategy Library

On the left-hand dashboard, you will find the icon that looks like library books.  This is the Tax Strategy icon.  Click this icon for access to our Tax Strategy Library.  We have around 100 tax strategies within our Tax Strategy Library.  We update and add new strategies weekly, so make sure to check in often!

If you are sure which strategy to Use 

You may add strategies directly to tax plans you have already created in your Client Portal.  Or, you may add a New Client and create a Tax Plan from scratch.  

Visit our How to Create a New Client section for help with this step.