This 60-minute webinar provides a comprehensive overview of essential firm administration and setup procedures within Intuit ProSeries. Whether you're a new ProSeries user looking to streamline your initial setup or an accounting professional considering ProSeries for your firm, this session will guide you through critical steps from firm identifiers and EFIN registration to managing users, print settings, and client communications. Gain the foundational knowledge needed to confidently administer and optimize ProSeries for your practice.

Upon completing this course, attendees will be able to:

• Successfully complete the required steps to set up their firm's information and identifiers within ProSeries.

• Understand the process for EFIN registration with both the IRS and Intuit, and how it impacts e-filing.

• Add and manage preparer and user accounts, including assigning appropriate access rights within ProSeries.

• Configure key program settings such as print options, client letters, and billing preferences to enhance firm efficiency.

• Navigate and customize the HomeBase view to effectively manage client lists and return types.

CPE: 1

CE: 0