GodFather
Level 8
06-15-2021
12:46 PM
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I'm new to Pro Series, migrating from ATX after many years. Wondering what important steps should be taken before the 2021 tax season begins? I know data conversion is important and I'll ensure the information for each client is transfer accurately. I would appreciate your thoughts on what other aspects of the transition are important? What do I need to know about Pro Series? Can anyone share information on the Link and how easy it is to use? My business is 99% personal income tax with an occasional fiduciary return thrown in.
Look forward to being part of the Pro Series family even with some of the hiccups I've read about.
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