Objectives

• Designed to help you define the most effective way to use ProSystem fx Tax in your firm, our knowledgeable consultants work closely with you to understand your current workflow and then help you make the right decisions necessary to achieve maximum productivity in performing administrative tasks, and preparing and reviewing tax returns. The resulting redesigned workflow will lead you to increased efficiencies during tax season and all year long. This course will benefit new and existing customers alike.

Topics

• Setting up Office Manager and configuring tax preparation
• Creating Organizers and Pro Forma returns
• Importing and exporting data
• Processing multi-state and amended returns
• Optimizing preparer and reviewer workflow tools

Attendees

• Firm leaders and administrators

Register Now
(class format(s) listed below)

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Taxes- 8 or 16
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• A well informed IT department is essential for a successful implementation of ProSystem fx Tax.  Learn how to properly install, maintain and support this product.

Topics

• Fitting the system into your network environment
• Understanding installation procedures and issues
• Ensuring inclusion of hardware and software requirements
• Understanding data backup policies and procedures
• Understanding maintenance, support, and back-end support
• Understanding file storage, file sharing and security requirements (including the Citrix/Terminal Server)

Attendees

• IT personnel

Register Now
(class format(s) listed below)

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Network experience