Objectives

• Review the features and functionality of ProSystem fx Outsource as it relates to your firm's workflow and best practices perspective.

Topics

• Scanning and saving client workpaper files
• Transmitting returns
• Reviewing returns
• Defining the clarification process
• Redacting SSNs using ProSystem fx iMask

Attendees

• Experienced ProSystem fx Outsource users

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(class format(s) listed below)

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
• Taxes-1 credit

Prerequisites

• Read Policies
• Used ProSystem fx Outsource last year or have sent at least one return through the service