Admin RDWalkthrough | Thax Service Portal

Admin RDWalkthrough on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.

Pages

Client Dashboard
Active Services — Active Services on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Active Accounts — Admin Active Accounts on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Analytics — Admin Analytics on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Bulk Services — Admin Bulk Services on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Client Detail — Admin Client Detail on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Client Segments — Admin Client Segments on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Clients — Admin Clients on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Create Client — Admin Create Client on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Dashboard — Admin Dashboard on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin FA Qs — Admin FAQs on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Feedback — Admin Feedback on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Intake Forms — Admin Intake Forms on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin New Services Preview — Admin New Services Preview on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Niche Management — Admin Niche Management on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Pending Clients — Admin Pending Clients on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin RD Addons Selection — Admin RDAddons Selection on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin RD Lab — Admin RDLab on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Reports — Admin Reports on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Resources — Admin Resources on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Service Dashboard — Admin Service Dashboard on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Service Tasks — Admin Service Tasks on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Service Templates — Admin Service Templates on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Settings — Admin Settings on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Task Analytics — Admin Task Analytics on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Updates Changes — Admin Updates Changes on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin User Detail — Admin User Detail on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin User Management — Admin User Management on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
All Services — All Services on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Balance Due — Balance Due on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Client Profile — Client Profile on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Client Service Templates — Client Service Templates on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Client Tasks — Client Tasks on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Documents — Documents on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Expected Refunds — Expected Refunds on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
FA Qs — FAQs on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Home — Home on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Letters — Letters on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Messages — Messages on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Required Services — Required Services on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Resources — Resources on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Service Detail — Service Detail on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Service Template Detail — Service Template Detail on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Inquiries — Admin Inquiries on Thax Service Portal. Secure client portal for Thax Accounting & Solutions to track service progress a.
Admin Services Catalog
Admin Onboarding Process
Admin Contacts Clients
Admin Client Reconciliation
Admin Contact Detail