The Appointment Calendar
Keystone Tax Solutions Pro includes an appointment calendar that can be used to keep track of appointments with your clients....
Software Features
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Client Status / Refund Status
The Client Status utility is used to check on the e-file status and bank product status for an e-filed return.... -
Message Center
The Message Center allows Keystone Tax Solutions Pro to communicate important updates and information through the program. When you connect... -
Rehang Acknowledgements
“Rehanging” acknowledgements for the transmitting computer may be necessary if your transmitting computer has been changed, or if you know... -
Resetting the Admin Account Password
In the event that the Admin account password and security question are forgotten or unknown, a temporary password can be... -
Password Expiration
For security purposes, your Keystone Tax Solutions Pro password expires every six months, requiring you to reset it. Beginning 14... -
Pro Support Blog
Be sure to bookmark in your web browser the Keystone Tax Solutions Pro Blog. It includes articles on a variety... -
Referrals – Where to Enter and How to Track
How can I track referrals? Referrals are an important part of growing your business, and recognizing those who have referred... -
Downloading and Installing Updates
Keystone Tax Solutions Pro will automatically download the updates that you have indicated you want automatically downloaded when the program... -
Program Updates – FAQ
Why do I have to install updates on all my computers? When Keystone Tax Solutions Pro is being used in...