Transitioning a Customer from One E-filing Provider to Another

Tristar Software has recently recoded our logon function to help you in your efforts to transition a customer from their old e-filing provider to your system. You will notice a new checkbox on the customer/contact screen:

Once you check the circled box the user can log into the website using their Tyler password. Our system will validate with Tyler then update that contact's information including their password. Once they click the link to go to the e-filing site, our software will load the other contacts for that firm into our e-filing system. If that contact wants to update / add other contacts to your system, you should mark them as administrator so they can add the appropriate contacts:

Remember the user will set the password, so you don't need to ask them anymore once you check that contacts use e-filing credentials checkbox for that firm.

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