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Tutorials
RELATED LINKS: DOWNLOADS & CDSFAQS

Accrual Only Report
A quick guide on how to generate an Accrual Only report.

CapWatch Tutorial
A quick overview of the hows and whys of CapWatch, EVP's capital change research tool

CostBasis Tutorial
The problems of pricing portfolios with multiple dates and how CostBasis solves them

EVP Office's Enterprise Features Tutorial
Enterprise features make installing, running and maintaining a multi-user installation a snap

EstateVal Tutorial
A get-started guide for the most popular and powerful estate valuation software in the world.

EstateVal's Adjusting Inventories Tutorial
How to use one of EstateVal's most powerful features, and adjust your estate's inventory before the Alternate Date

EstateVal's Research Reports Tutorial
How to make sure that you don't miss any important capital changes that can affect your portfolio inventory.

EstateVal/BNA 706 Interface Tutorial
All you need to know about sending data between EstateVal and BNA Estate & Gift Tax 706 Preparer.

EstateVal/EstateWorks Interface Tutorial
All you need to know about sending data between EstateVal and EstateWorks Estate Settlement System.

EstateVal/Fast-Tax FPS Interface Tutorial
All you need to know about sending data between EstateVal and Fast-Tax FPS (706 and Fiduciary Accounting Software).

EstateVal/Faster Interface Tutorial
All you need to know about sending data between EstateVal and FASTER Systems, LLC's Court Accounting and Death Tax Software.

EstateVal/GEMS Interface Tutorial
All you need to know about sending data between EstateVal and Gillett Estate Management Suite (GEMS) GEM706 and GEMAcct.

EstateVal/Lackner 6-in-1 Windows
All you need to know about sending data between EstateVal and Lackner 6-in-1 Windows System.