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Additional training & webinars

These are all additional training & webinars that are optional. Make sure you have completed the core modules from the link below.

Core Training

1


Personal Tax

Audience: Preparers, Managers & Partners This session is for preparers who will be creating files and for managers and partners who will be reviewing files. Learn how to efficiently use the Personal Tax template in MyWorkpapers.

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2


Periodic Files (monthlies & quarterlies)

Audience: Preparers, Managers & Partners This session is for preparers, who will be creating files and for managers and partners who will be reviewing files. Learn how to efficiently use the monthly & quarterly files in MyWorkpapers.

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3


MyWorkpapers Q&A

This session is for all users of MyWorkpapers. Join the MyWorkpapers Team for this interactive session where you can ask us anything about the platform.

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4


Custom Template Maintenance

This session is for admin and champion users who are responsible for updating your firm’s custom templates. Learn how to efficiently make changes to your custom templates to ensure...

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