Getting Started:
- Setup Staff - TXdocs (1:34 minutes)
- Setup Staff - TXdocsPlus (1:46 minutes)
- Setup Preferences - TXdocs (1:26 minutes)
- Setup Preferences - TXdocsPlus (2 minutes)
- Adding Clients and Cases - TXdocsPlus (2:11 minutes)
- Dropbox/Google Drive/OneDrive - Anywhere/Cloud version (2:14 minutes)
- Copy/Paste - Anywhere/Cloud version (1:46 minutes)
- Logging Out - Anywhere/Cloud version (1:23 minutes)
Tips and Tricks:
Getting Started:
- Assembling Documents (1:59 minutes)
- Document Format Wizard (1:25 minutes)
- Client Web Services - Clients enter their data online (2:23 minutes)
Tips and Tricks:
Getting Started:
Tips and Tricks:
Have questions?
Call Us
(210) 253-9506
Mon-Fri 8 am-5 pm CST