Checkpoint Video - XYZ Model Financial Account

How to setup Onvio and get started.

Learn to navigate Checkpoint and the XYZ products with ease, ensuring you locate information important to you. Master how to take advantage of different features, including quick links, adding notes and highlights and exporting information.

The following video is designed to guide you through configuring & setting up Onvio Tax for first time use. During the video, the presenter will reference the 'Getting Started with Onvio Tax' guide as well as the 'PLS Setup Guide'. Both files are available for you to download, print and reference throughout the video.

Watch this eLearning video to help guide you with migrating your 'Clients from Software Assistant to Onvio

This series is for those of you who are new to Checkpoint or haven’t used Checkpoint in a while. These episodes will assist you with accessing and logging in to Checkpoint and will also ensure you are comfortable navigating Checkpoint, along with the knowing the best way to get started with your research.

In Series 2 you can select from 17 different episodes that take you through the key functionality and features of Checkpoint, including different search options, refining your results, using Folders, and much, much more. This series is for users that have logged in and are familiar with the look and feel of Checkpoint.

This series is designed for specific Checkpoint users in mind – those who subscribe to a particular product or group of products in Checkpoint. These episodes are a bit longer than the episodes in Series 2 as they take viewers from start to finish in their Checkpoint journey, from logging in, to locating your products and then running your first search, and also includes tips on what features are most useful in relation to your specific product subscription.

New to Checkpoint or an infrequent user? Learn how to navigate and retrieve relevant information with ease, pick up hints and tips to manage results and be introduced to some of Checkpoint's useful features.

Learn to map your trial balance and generate your report template. Gain an understanding of how to use the Generator’s different functions to format and prepare your final report and how to roll-over data to the next year.

Are you a new or infrequent user of Checkpoint? Get familiar with the basics and learn to navigate and search the platform with ease. Pick up tips on how to best manage your results and get introduced to some of Checkpoint’s useful features.

This session will cover a summary of the tax changes for 2023, including a demonstration of the changes in Software Assistant.

This webinar will cover details around what's new in ONESOURCE Fringe Benefits Tax this year and a refresher on existing features. The webinar is made up of 2 hours of content and 30 minutes of Q&A.

This course shows how to set up your Checkpoint profile, set quick links, browse and search Premier Payroll Administrator and set up alerts.