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When configuring email settings using the Specify a Server selection, you may occasionally encounter error messages when attempting to send an email. These messages typically indicate a configuration, connection, or security-related issue and ...
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This article covers how to add a new or existing signer to a 5500 plan. If this is the first year you are completing a 5500 for this client and you need to add a signer to the system as a new portal user. Go to the 5500 ...
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Global Email Settings determine how ftwilliam.com sends emails for each module (e.g., 5500, Documents), including invitations, reminders, signature requests, and automated confirmations. Configure these settings per module tab .
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Last Updated: 05/05/2026
in Portal User Guide
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Instructions for Form 720 Quarterly Federal Excise Tax Return
(Rev. March 2026) View Official IRS Instructions | View IRS webpage "Application of the Patient
Centered Outcomes Research Trust Fund Fee to Common Types of Health Coverage or ...
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Last Updated: 04/30/2026
in 5330 User Guide
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Table of Contents
Q1: What are the differences between subscription access? (5500 only vs 5330 add on)
Q2: Do I need the 5500 module to access 5330 e-filing?
Q3: What is the purpose of the additional pages for the Schedule ...
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Last Updated: 04/30/2026
in Documents User Guide
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On the Custom Edit Checks Dashboard under the Options" column, you can manage custom edit checks. Disable/Enable: Users can disable an active edit check or enable an inactive edit check. PLEASE NOTE: the button requires to be pressed vs s...
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To create a new custom edit check, click on the "Create New Edit Check" button located below the dashboard. Choose Document Classification: From the drop-down select the document type to which the edit check will apply. Only one type may ...