This 1-hour webinar is designed for tax professionals who are either new to Intuit ProSeries or exploring its capabilities for their practice.

We will provide a practical overview of key ProSeries features, including Intuit Link, Client Checklist, Protection Plus, and Pay-by-Refund. Discover how these integrated tools streamline data collection, enhance compliance, offer valuable client protections, and simplify payment processes.

This session will demonstrate how ProSeries can boost your firm's efficiency, improve client satisfaction, and support your decision-making process for adopting new tax software.

By the end of this webinar, attendees will be able to:

• Understand how Intuit Link facilitates secure client information gathering and minimizes manual data entry.

• Examine the functionality of the Client Checklist feature within ProSeries for efficient document tracking and workflow management.

• Evaluate the benefits of Protection Plus in offering audit assistance and identity theft restoration to clients.

• Explore the Pay-by-Refund options as a flexible payment solution for clients and a method for managing firm fees.

• Assess how integrating these workflow tools can enhance the overall efficiency and client service capabilities of a tax practice using or considering ProSeries.

CPE: 1

CE: 0