Author Archives: taax_kb
What are the requirements when filing with a shared SB efin?
Each Service Bureau establishes specific requirements that must be met for your return to successfully...
Create & Manage the Extensions
The Extensions helps you control how calls are routed within your organization by assigning phone extensions to...
View Processed Deals
The Processed Deals section in TAAX Pro allows you to view all successfully processed deal records along...
Import Data
The Import Data feature in TAAX Pro allows users to upload deal files into the system so...
View Commission Center
The Commission Center in TAAX Pro allows you to manage commissions, track payouts, monitor users, and analyze...
Managing the Payouts
The Payouts section in TAAX Pro allows users to view and manage commission payments for...
View Commission Reports
The View Reports section in TAAX Pro allows users to analyze their commission data in detail. It...
Manage Settings
The Setting section in TAAX Pro allows users to configure and manage the core setup of...
Email Templates
Email templates allow you to create predefined email messages that can be reused when sending...
SMTP Configuration
SMTP configuration allows you to connect your email account with TAAX Pro so that the platform can...