How to use your tax return workflow template
Step 1 - Download your template file
Download the template to your laptop or PC. This file can only be opened in Pixie.
Step 2 - Start a 30-day free trial of Pixie
Click below to start a free trial. You'll then be able to import your workflow template.
Step 3 - Follow the training to get started
In the workflow template is a short training to help you start using it in minutes.
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