Payroll

• Audit/ Payroll: Accepted Sheet
• Direct Deposit
• How to Invoice Clients for NON Bank Product Fees
• Payroll: Partner
• Taxpayer Files

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Bank (Refund Advantage)

• Bank Audit/Review
• Bank Refund Advantage FAQs
• Check Reissue
• Taxpayer Advance Loan Options

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Tax Preparation

• Articles coming soon

Tax Credits

• Articles coming soon

Onboarding

• CRM: How to invoice clients Non BP
• Follow Up Tasks/Appt: Inbound/ Outbound Call
• Getting Started
• How to Strip a Contractor in the CRM in the event they want a refund, decide not to continue on with our program, or is rejected from our program?
• Onboarding: How to Complete a Profile in CRM

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Compliance

• Fraudulent Activity

FAQ

• FAQ
• FAQ: Customer

Keystone Policy & Procedures

• Keystone Core Values
• PROMO SCHEDULE 2020 -2021
• Support Contact Information

Links

• Keystone Desktop Links

Understanding Our Clients

• Branded Software: Partner/EFIN Holder
• Partnership Program: No EFIN Required
• Reseller
• Reseller Program
• Service Bureau
• Software: EFIN Holder

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Quick Guide

• FAQ
• FAQ: Non Customer

Keystone Tax Software

• How to Add a Sub-Preparer

Sales

• Articles coming soon

Support

• Phone System
• Screen Share with Zoom

Let's Cover the Contract

• Articles coming soon

Mobile App

• Mobile App

Audit Protection

• Audit Protection (Audit Maint. Pro)

CRM (Infusionsoft)

• CRM Office Tracker
• CRM: How to invoice clients Non BP
• How to Invoice Clients for NON Bank Product Fees
• How to Rate Potential Clients
• How to Remove Clients from Emails
• How to Strip a Contractor in the CRM in the event they want a refund, decide not to continue on with our program, or is rejected from our program?
• Onboarding: How to Complete a Profile in CRM
• Removing Clients From The CRM

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Account Management

• Articles coming soon