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- Changing from Proseries Pro to Basic
Changing from Proseries Pro to Basic
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deb514
Level 3
10-08-2024
01:06 PM
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I am downsizing my business and no longer need the Professional tax software so I want to switch to the Basic. I am on auto renewal and I can’t figure out how to make the change on my quote prior to it being renewed. I was told I can do it online but I can’t for the life of me figure it out.
Any help is appreciated!
Deb
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3 Comments 3
judys3
Level 7
10-08-2024
02:44 PM
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I'd just call and have them walk you through how to make the change or I'm sure they can make the change for you. I just made some changes to my package with a sales rep before my auto renewal hit.
deb514
Level 3
10-08-2024
03:16 PM
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I was actually on the phone with a customer service rep earlier today to discuss the change. I told her I would think about it and call back to take care of it. Her reply was that I could just go online and take care of it by editing my quot before the auto renewal date.. That’s why I thought I just couldn’t find where to do it!? I will just call them back! Thanks!!
