TDP ADAPTER LAB · TRAINING
Terrapin Platform Training Center
31 tutorials covering practitioner, taxpayer, support, and platform operations. Use the table of contents or move through lessons with the on-screen Previous, Next, Stop, and Auto Play Next controls.
TABLE OF CONTENTS
31 lessonsTerrapin training curriculum
Getting started and lead intake
01Start Here - Sign In and Tax Pro Navigation1:16›02How a Lead Reaches the Practitioner1:11›03Prospects - Review, Accept, Decline, Contact and Convert1:38›04Clients and Case Work List Navigation0:50›05Activate Client Access and Show the Invitation Email1:03›06Evaluator / Estimator - Assign, Share, Review and Continue1:09›07Client Workspace - Complete UI Tour1:10›
Forms and financial workflow
Case management
13Tasks - Assign, Comment, Complete and Reopen0:48›14Documents / Vault - Upload, Organize, Preview, Replace and Delete0:57›15Messages - Client Communication in Context0:43›16Workflow - Move the Case Through the Firm Process0:42›17Reviews - Staff-to-Reviewer Quality Control0:37›18Templates - Reusable Firm Content0:33›
Firm administration and integrations
End-to-end operations and practitioner controls
23Complete End-to-End Case - Public Lead to Practitioner Follow-Up2:23›24Email and Notification Walkthrough0:57›25Public Adapter Lab Walkthrough for Practitioners1:08›26Daily Practitioner Operating Routine1:02›27Troubleshooting Without Creating Duplicate Work1:09›28Security and Practitioner Best Practices1:06›