-
Last Updated: 04/30/2026
in Documents User Guide
Edit Plan The Edit Plan screen is the home page for each plan and enables you to access each available module for the plan, such as Admin, 5500s, Portal, etc., as well as edit data about the plan itself. In the top left, you will see the basic i...
-
Last Updated: 04/30/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
(Updated April 2026)
Summary
Process
DetailedStep-by-Step Process
PLANDOCUMENT INTEGRATION (Step 1)
...
-
It is recommended that you test your settings before sending invitations to the portal. To test the 5500 Module settings, navigate to the “Global Email Settings” screen and click on “Edit” to the right of either 'Signer Email' or 'Portal Email'....
-
Last Updated: 04/28/2026
in 1099 User Guide
-
Last Updated: 04/28/2026
in 5500 User Guide
Overview: There are two methods to sign a completed 5500; you may either sign locally or via the portal. Portal. To sign via the portal, the filing's preparer sets up a signer(s) to use the ftwilliam.com portal (under Work with Signers/Port...
-
Last Updated: 04/27/2026
in Portal User Guide
-
The purpose for the Reminder/Follow-Up email Notifications is to help you and your clients keep track of what tasks remain on the portal user's ToDo List. To set up Notifications in the Global Emails Settings, you have to be the Master Admin Use...
-
-
Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Mast...
-
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 ...