In just minutes, learn from your peers how to save even more time in ProSeries this tax season.
Are you getting the most out of ProSeries? Research has found ProSeries users who use the following features tend to have higher satisfaction scores than those who don't. Watch the feature training videos below and see how much time you could save. Best yet, these are FREE features that are already included in your ProSeries Professional license.
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MB Raimondi, CPA, CITP, really likes how ProSeries gives a worksheet-based option for many forms requiring multiple entries. She shows how she saves 30 minutes per return entering fixed assets for new clients.
Diana Crawford, CPA, explains how she saves 5-6 minutes per return with this efficiency tool that enables her to track missing client data and then helps her collect it from clients.
MB Raimondi saves up to 20 minutes per scenario when estimating taxes by using this integrated feature that makes it easy to calculate federal tax implications.
Diana Crawford shows how shortcuts in the program can shave valuable minutes off various steps in preparation, which can add up over the course of the day and a season.
With Task Scheduler, MB is able to set a night slot when ProSeries will run tax form and program updates so it doesn’t interrupt her productivity during the day.
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