Product help & knowledge base
Practical instructions for property facts, basis and dates, rooms, furnishings, values and professional review.
The searchable knowledge base contains step-by-step articles, actual software screenshots, required-information checklists and help with common errors.
Check your address, rental use and imported information against your records.
Organize rooms, quantities, dates and the source of each cost. Identify estimates and missing support.
Understand flags, assumptions and report information. Your tax professional determines final classifications and filing treatment.
Browse all software instructions →
Try a synthetic property in the interactive Product Tour →
The demonstration uses temporary sample information and does not create your customer property record. Advisor roles in the public demo are simulated.