Greetings from the ProSeries Engine team, does anyone have any first impressions? Thoughts? Advice?

[Brian_Christian]

Hello all you early adopters and brave early release souls. I'm reaching out to ask what your first impressions are and how your experience is going. 

Keeping in mind that returns are very preliminary, here are some items the team is curious about regarding the workings of the application specifically and not about tax situations. 

1. How did install go?

2. Are you getting updates?

3. How well is ProSeries performing? Quick? Slow? Same as always?

4. Thoughts on the right rail and notifications?

I'll just leave it at that and welcome any other items you would like to discuss or bring to the teams attention. 

[Gorilla]

Hello, 

1. How did install go?  The install went fine.  I installed it on two stand-alone computers.  The only issue that arose had to do with the Microsoft Edge browser when I logged into my account to download.  On the first machine it was as expected.  On the second machine I got a white page with no downloads on it.  I logged out and logged back in.  I closed and reopened the browser.  I rebooted the computer.  I still had a white page with nothing on it.  I tried logging in on Firefox and was then able to download the product.  I am not sure what caused this issue on my login as both computers have the same software so far as Microsoft Edge goes.  

2. Are you getting updates?  Yes, updates worked fine.  

3. How well is ProSeries performing? Quick? Slow? Same as always?  It's performing the same as always.  

4. Thoughts on the right rail and notifications?  Assuming you mean the bar along the right side of the homebase, that is fine.  I have no issues with it.  The right side is great as it is not in the way like it would be if it was on the left.  It doesn't take up too much room.  I wouldn't want it there when I was in a tax return where I need maximum screen space.  It's fine on homebase though.

I transferred an 1120-S and a 1040 from last year with no problems and entered some data.  When I reopened the program today, it had the message "Proseries has detected a mismatch between the client rows displayed on Homebase and the client files in your data folder."  I ran the update to fix it and it showed it was fixed.  I did not receive the message again when I closed Proseries and reopened it.

Regarding E-signatures, I did not use that last year.  I would love to learn more about it, but it only pulls up a video and no written instructions.  Is there somewhere we can find written instructions?  Video's take too long to view and cannot be easily referenced.  The movement of the screen and arrow can also cause dizziness in people with stigmatism and eye issues.  I'd prefer written how to instructions in a simple "bullet point" format without lengthy pictures.  

Thanks for the opportunity to explore the early release!

[Brian_Christian]

@Gorilla 

Thank you very much for your feedback. This is exactly what I was hoping for and you delivered. Please feel free to continue sharing any other thoughts or ideas you may have.

I find your comments about ESig to be especially useful and will take this information back to the team for discussion. Your comment lines up well with an initiative for accessibility we are working on.

Thank you!

[Brian_Christian]

In response to your desire to learn more about ESignature. I hope this format works well for you. https://proconnect.intuit.com/support/en-us/help-article/manage-integrations/use-esignature-proserie...

[Gorilla]

Yes, thank you.  This link is a better format.