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Select an order from the Orders dashboard. This will open the order into a new tab.  Content Includes: Order Details Notification Emails Messaging ...

Content Includes: Annotating Forms Approving Forms Adding a Form Edit a Form Hold a Form Cancel a Form To start processing orders, utilize the N...

Once requests have been approved and are ready to be submitted to the IRS, you can prepare your batch of orders via the Batch Management widget. The Batch M...

Content Includes: Transcripts Stuck Stuck Items Old Stuck Items Upload Stuck Items draw attention to items that the IRS has returned that do not m...

Manually completing orders can be beneficial to ensure your clients' pipeline remains uncluttered, if transcripts are obtained outside of the normal wor...

Content Includes:  Client Details Notes Pricing Users Branches Log The Client Setup is where all your clients will be listed. This is where you ...

To enable a client for ordering the TRV product within EPN, you will need to create an account for them in TVP. Below is a guide that describes setting up a...

Use the New Client option to create new clients under your organization including contact and billing information. All required fields will be outlined in r...

Content Includes: Manager Details Pricing Users Communications Alerts Use the Provider Setup tool to view and edit your manager company informati...

Through the IRS Processor Status screen, you can view and monitor the activities the Scraper is performing. Select the START button to begin the process.   ...