Tips and features to make customizing and outputting reports from EVP Office applications easier and faster.
Tutorials
Good to Know: The Grid
Good to Know features about the grid in EstateVal, GiftVal, and CostBasis.
Excel Tutorial
A quick tutorial about how to export EstateVal reports to Excel.
Bloomberg/BNA’s Estate & Gift Tax 706 Preparer Tutorial
A tutorial showing how to import EstateVal data into Bloomberg/BNA Estate & Gift Tax 706 Preparer.
EstateWorks’ Estate Settlement System Tutorial
A tutorial for importing EstateVal pricing into EstateWorks.
FASTER Systems’ Court Accounting, Estate Tax and Gift Tax Software Tutorial
A short tutorial about using EstateVal to price FASTER portfolios.