ok.. just left the zoom meeting.. One of our gracious hosts that you see, Gabi was there along with three other Intuit employees.. it was a very good meeting I thought that included such topics as suggestions for new users, quick zooming, cross referencing, tech support, community concerns and an open suggestion time for any suggestions that I had.
As part of that I told them as far as I go at least is that my biggest concern was form availaibilty. Since I meet with all my clients in person and prepare the returns right when they are with me it is really diffucult and time impeding when certain forms are not available and I have to put a return on hold. I even brought up, respectively, how there is a consensus that TurboTax seemst to get more support and forms available quicker than ProSeries.
I mentioned as far as the community goes, the biggest issue there is the limitations on the search function,how searching for a topic previously discussed most often does not turn up in the search results.
They asked if I called tech support and I really do not. From what I read here many users of the community do not and I relayed to them the reason is the front line person taking the call does not seem to reallly know the program and they have to ask someone else there and so most community users just post the question at the commniuty vs calling tech support.
They asked what advice I would give to new users. Among other points I suggested any user first have a grasp of fundamental, basic 1040 laws before using this software, or any software. After that, if possible, to train under someone else that already uses ProSeries would be the best but if that is not available to go through the 1040, in forms mode, going down the 1040 as if you were doing the return manually.. double check all entries, checking totals with a ten-key, tackling basis items like W-s first before getting into more involved issues like Schedule C or E, as to get some momemtum built up in your tax preparation process.
Overall, I thought it went well.
