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All About Client Organizers
Client organizers can help save time and increase your efficiency in working with your clients. With ProSeries, we’ve made it even easier and faster for you to gather client information with our...
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Welcome!
It’s time to start you on your path to time-savings! The ProSeries Training Forum is a knowledge sharing forum specially designed for new and experienced ProSeries users to help you quickly learn how...
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How to Use the ProSeries Client Checklist
For some of your clients, the Client Organizer may be a bit overwhelming. If that is the case, then ProSeries Client Checklist may be the perfect alternative for your clients that require a less...
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Tip of the Month – Get an early start on your client organizers
Clients are notorious for waiting until the last minute to compile their source documents. Don’t let their procrastination slow you down in your workflow. We recommend sending out your client...
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Getting Ready for Tax Season
In November, we focused on collecting client information. In December, we’ll be focusing on ways you can get organized and quickly enter data. One solution that helps you do both is Tax Import....
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Getting Setup for Tax Season
Your clients are likely to drag their feet this tax season, but don’t let their improper planning cause overwork for you. This month’s forum will cover topics on the things you can do in the meantime...
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All Systems Go!
One of the most critical things to think about going into season is to make sure you are good to go from a system/technical perspective. This quick video by Jim Buffington, a CPA and Intuit employee,...
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Take a ProSeries Study Break and Win $50!
UPDATE (added 1/14): Thanks to everyone who participated in our Study Break! We have determined our winners, and we will be emaling each of you with information on how to access your $50 gift card....
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Get the latest on tax law changes
Things are changing fast! So we have put together the latest updates for you on some of the most critical tax law changes, including how that are impacting your ProSeries program. You can read the...
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IRS Training and Free CPE!
As we get closer to season, we want to let you know about an upcoming session from the IRS. The session is set for January 23rd at 2 PM Eastern. In this session you will learn about issues affecting...
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Get the Latest on Filing Requirements
Even with all of the pending legislation, the IRS could still prevent you from e-filing this tax season. Find out the latest on ERO, RTRP, PTIN and EFIN requirements in our free webinar and/or in the...
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All new Learn to Use ProSeries Training now available!
Learn to Use ProSeries Training is now available for all new and returning ProSeries users. Experience a learning path designed to help tax professionals get prepared to use ProSeries, providing the...
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Study Break! Tell Your Story, Get the glory
Tax Season is a stressful time, so in this forum we’ll try and bring you a “study break” once a month that is just fun. This month, we wanted to share the below cartoon, which is part of our “Worst...
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Making E-File easy!
Since we are now in the heat of season it is important that you are as efficient as possible. We have some great resources to make sure you have all you need to be prepared for e-filing this season....
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Want an Alternative Way to Enter Schedule D Transactions?
Have you experienced the ProSeries Quick Entry Worksheets for entering your client’s tax data? ProSeries offers Quick Entry Worksheets for many common forms (not all). You can even toggle back and...
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Need to E-File Extensions?
Can you believe it is already time to think about e-filing extensions! Well if you have any questions about what extensions can be e-filed and the process to do this, check out this article. It lists...
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“Ask the Expert” Sessions in Live Community
Are you ready for the end of tax season or just starting to fire on all cylinders? No matter where you and your firm are, we’re here to help. We want to help you make the end of season as easy and...
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A Few Tips for the Final Tax Season Stretch
With just a little more than 20 days left in tax season, we are nearing the final stretch! Here is a great list of navigation tips that could save you some time as you wrap up those last minute...
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Study Break for March!
You’re almost there! What do you plan to do on April 16? Maybe you’re hoping to (finally!) get some sleep? Or how about spend more time with your family? To share your plans, go to our Facebook page...
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1 Week and Counting!
Now that you are in the homestretch we wanted to make sure you were aware of critical deadlines, the latest information on delayed acknowledgements, possible relief for returns which contain “Delayed...
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