After log-in, users will be taken to the "Home" page where users can:
- View a list of all company and plans associated with the account
- Add Company
- Add Plan
- Search for a Company and/or Plan
- Access various Batch services
- Access ftwPortal Pro (if part of the account subscription)
- Upload Company and Plan data in mass.
- Review email/technical updates
First-time ftwilliam.com users will need to add a company to get started. To do so, select the "Add Company" button from the home screen. This will redirect to a new window where users can either enter their company and EIN and proceed, or use the EIN lookup to enter the company name and state to locate the EIN.
Once the "Add Company" button is selected, the 55AutoFill feature will ask if users would like to import company information from 5500 form filings where available. Selecting the hyperlink provided will import all available data related to the EIN and plans listed. This information will automatically be imported for your use, even if you did not use our software in any previous year (Patent pending).
