TrueData Admin Panel

Welcome to TrueData Admin Panel Training

This is a 9-part video series which will help new users set up their account, create requests, and view the results.


  • Created: November 5, 2024
  • Update: November 5, 2024

If you have any questions that are beyond the scope of this tutorial, Please feel free to contact us via admin@truedata.ai.


Account Activation


Taxpayer Email Notifications


Custom Taxpayer Email Notifications


Creating IVES Client


Creating IVES Request


Pending Authorization


Taxpayer Authorization


Processing


Results


Complete Video Series