Enhance Remote Functionality Video
A recording of the February 2021 training.
Author: Teresa Ortega
Unusual Situations and Ingenious Solutions Video
A recording of the January 2021 class.
Getting 1099s Ready Video
A recording of the January 2022 training class.
What’s New in Trustee Suite 20.29
Check out the new and updated features in Trustee Suite 20.29.
Submitting Electronic Tax Refund Turnover Requests
Learn how to generate and submit an electronic tax refund turnover request to the IRS.
What’s New in Trustee Suite 20.25
Check out the new and updated features in Trustee Suite 20.25.
Single-Entry Remote Deposit Check (RDC) Scanning
Learn how to use the RDC scanning feature.
What’s New in the Remote Deposit Capture (RDC) Release
Check out the new and updated features in the Trustee Suite RDC release.
What’s New in Trustee Suite 20.20
Check out the new and updated features in Trustee Suite 20.20.
Deleting Sensitive Documents Video
A recording of the June 2020 training class.