Tutorials

Below are tutorials for EVP Office applications—they’ll get you started with each, after a quick read. If you have any other questions, please contact our Support Department.

• Installation
  • Installing EVP Office
  • Selecting an Installation Location
  • Using EVP Administrator
  • Dealing with Firewalls
• EstateVal (Introduction)
  • Entering Data
  • Evaluations
  • Reports
  • Alternate Date Evaluations and Reports
  • Billing Records
  • Tools
  • Files
• EstateVal (Advanced)
  • Other Reports
  • Adjusted Inventories
  • User-Defined Prices
  • Merging Portfolios
  • Import / Exports
    • Bloomberg/BNA Estate & Gift Tax 706 Preparer
    • EstateWorks’ Estate Settlement System
    • FASTER Systems’ Court Accounting, Estate Tax and Gift Tax Software
    • Gillett Publishing’s GEMS
    • Lackner 6-in-1
    • Thomson Reuters’ ONESOURCE FPS
    • Microsoft Excel
• GiftVal
• CostBasis
• CapWatch

Also available is an illustrated guide to installing and running EVP Office under either Citrix Cloud or Citrix On Premises:

• EVP Office Under Citrix