EF10165 - EF Tools EF10165 - EF Tools
Description:
This feature allows you to set up corporate login information, security, and preferences.
Links:
Overview of the EF Center

  1. To access the EF Center, click on the EF Cntr button in TaxWorks (figure 1).


    2. (figure 1)

  2. Login to the EF Center by entering in the User Name and Password (figure 2).


    3. (figure 2)

  3. The Helpful tools section contains five main options: Client Search, History, Security, Preferences, and Multiple Office Management (figure 3).


    4. (figure 3)

Refer to figure 3 above for items a through h.

    1. View Totals – Click on this link to view the totals of your e-file history.

    2. Firm Information – Click on this link to review the firm address and contact information. You can edit the firm information on this screen.

    3. Overview – Click on this link to review any pending issues, manage your corporate accounts, and view your corporate account history.

    4. Compare Banks – Click on this link to view the different banks and their products, prices, contact info, etc.

    5. Bank Enrollment – Click on this link to view and fill out the enrollment application for the ability to offer bank products to your customers.