Tips and Tricks
How to add a digital signature in TXdocs
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Online Intake (Cheat Sheet)
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Tools - Probate Heirship Tree (Cheat Sheet)
The Heirship Tree simplifies the development of a family tree, providing automatic calculations of each heir’s interest in the estate.
Download - File size: 401KB
TXdocsPlus - The Rate Schedule Feature (Cheat Sheet)
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TXdocsPlus - Setting Up a Monthly/Periodic Bill (Cheat Sheet)
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TXdocsPlus - Setting Up Billing by Email (Cheat Sheet)
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Tips and Tricks (PDF)
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