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Using the Right Drawer in ProSeries

by Intuit Updated 6 months ago

Introducing the ProSeries right drawer, available in both ProSeries Professional and ProSeries Basic starting in tax year 2021:

This is the first step toward a new experience of delivering helpful content to you while giving you control over when you want to see it.

Simply press one of the three buttons on the right edge of your ProSeries screen to open the drawer to the content you want to see.

  • The bell button opens Messages, which inform you about your license issues and software updates. 
  • The signature button opens your eSignature summary, which tells you how many clients are ready to be sent eSignature requests, how many eSignature folders you have left, and more.
  • The cloud button opens Integrations, which displays information about additional software from the Intuit Accountants ecosystem that integrate with ProSeries or helpful resources for the integrations you’ve already have.

To close the drawer, just press the currently active button again or the link at the top right-hand corner of the panel being displayed.

ProSeries Basic

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