A Walk with ProSeries Tax Software
A Walk with ProSeries Tax Software
A Walk with ProSeries Tax Software
ProSeries tax software has long been an attractive product for financial firms. It has its basic and business versions and even has pay per return option too. This makes the software very attractive to a wide range of users which are not ready to invest too much for more expensive software like Lacerte, although the price of the software has did increase by 100$ in 2010.
New components in the year 2009:
Unlimited e-filing as standard feature
More sophisticated online training
All new ProSeries Add-on Solution that comes with client checklists, client presentation features and client advisor functions
Integration with ProLine Tax Research
Adding more business state forms and form sets
Import Data even from the scanned documents like W2 and 1099 forms.
Functions:
Professional Power Tax Library bundle of the ProSeries software package includes a fixed asset management system, client organizers and the ProSeries plus Add-On Solution package, as well as access to the research system and the Live Community forums along with regular core compliance capabilities. The system does provide guidance for allocation of income.
Document Management System, Document eSort and CCD payment solutions is included in the optional module.
Other than the addition of the of a panel on the right side of the Home Base screen, which gives access to the Live Community and ProLine Tax Research functions, the primary interface of the software remains unchanged from last year. What is left of the customizable home base comprises of icons and base across the top of the screen in addition with fields for common support questions, asking the Intuit Virtual Assistant for help or opening a chat session with a live support person and searching the program's Help utility.
As always major part of the screen is taken up by client selection list. This gives the user quick access to client contact data and return details with the ability to sort the data by basic client information.
Other functions like e-filing, bank products and the return analyzer also has home-keys which can be customized.
User can work on returns in client returns on either a forms-view mode or on interview worksheets. Forms-view mode provides left-hand menu which gives access to forms in use and all forms. On the other hand Interview mode offers quick offers access to topical parts of a return, such as general information on the active client, e-filing and banking functions, income, adjustments, deductions, credits, taxes, and other return areas. There is a bar at the top which is called Assistance bar, it gives quick access to line-by-line instructions, and then there is Where Do I Enter button which offers a quick helpful tool. A program can be set which automatically compute W-2 entries based on wages, and all supporting forms and schedules related to a return can be accessed directly from the interview or forms mode.
Paper less Work Flow:
Unlimited e-filing which comes with several other paperless-oriented features, such as the ability to save returns to PDF is a very good addition to the ProSeries software product. For an extra cost of 450$ user can also integrate optional Document Management System which offers paperless management functions using the firm's filing structure. It has the ability to store any scanned source documents or other files such as Word and Excel within a client's engagement folders. The ability to email and fax from within theprogram also comes with the DMS system.
The new add-on option of e-sort costs $3 per use, regardless of the number of client source documents scanned and organized. It automatically organizes the documents uploaded in the e-sort server into the proper 1040 tax engagement order and turned into a bookmarked PDF, and then import the documents back into a client folder, where the user can view the client data while preparing the client return or during review processes.
Other thing that intuits offers is an online document exchange system that allows users and clients to transfer documents and other files securely through an online portal.
Rest intuit always offers good integration with other software and its help and support have always been above average in the market.
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