Apr
30
2024
Personalize Your CRS Tax Experience

Set your Default County for Searching: From within CRS, open Settings at the top right. Select Default County Search, select up to 4 counties, click to Save.
Customize your Results List: When viewing search results, you can toggle between Simple Results or Custom Results. You can customize what displays under Custom Results. Open Settings at the top right and select Custom Results List. From here you can select up to 10 columns and even set your desired display order by dragging and dropping. Click Save before closing.
Personally Brand CRS Tax Reports: Within the Branding option under Settings you have the option to upload a photo, logo, and other information you want to include on CRS reports. At this time, agent information does not flow from Paragon so you will need to keep this data updated manually.













