I wanted to see if anyone is using SmartVault's new AI. I have not had time to play with it yet.I Really liked Thomson's Reuters but no way do I want to pay $30... read more
Client moving to CA in mid-December. Over 65, single, no dependents, only income Social Security, IRA and broker investment account. Total taxable income for Fe... read more
Given all the paperwork ProConnect generates when printed, I was surprised that the worksheets didn't print out showing detail of expense items that I added.PC ... read more
Is anyone else having issues with the Bank Recon module in the updated 2025/2026 EasyAcct software? When I pull payroll into the Bank Recon all the payroll chec... read more
Client came to me who hasn't filed since 2015. I have old Lacerte versions installed but when I try to open software, I get network connection error. How can I ... read more
I have been a ProSeries customer for many year, and my renewal fee increases approx. 6% year after year. I just saw that new customers are only paying $2099 for... read more
I completed the data input for two CFCs, I would like to switch the order of the two without reinput the whole thing. Can I do that in PTO, and how? Thank you.
ProConnect/Intuit Tax Advisor:Would be GREAT to have the ability to create both a tax plan AND estimated tax payment plan for brand new clients for which we hav... read more
When I load Tax Advisor, I'm prompted to choose between setting up a Tax Plan or Setting up Qtrly estimated income tax pmts. If I set up a plan, I see that it i... read more
I am the administrator of the product, and I am trying to download it on a computer. It states that I need administrator approval. How do I get the administrato... read more
Is anyone else having problems with the NACHA file saying the immediate destination is invalid? I opened it up & looked at it & compared it to a file that was p... read more
