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.
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Business Management & Organization – Non-Technical
CPE: 1
CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
