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ProSeries Helpful Resources

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  • Want to know about critical information that coincides with your current workflow?  Interested to know which support topics are trending now? We've created a new communication email alert to help keep you better informed. By signing up for this alert you will receive weekly email alerts notifying you every time we update the “Top 10 Lacerte solutions of the week”.  To sign up to receive these FREE alerts go to the Lacerte Top Solutions for the Week knowledge article and click on the ‘Subscribe Now’ button.  View Article.
  • Want to know about critical information that coincides with your current workflow?  Interested to know which support topics are trending now? We've created a new communication email alert to help keep you better informed. By signing up for this alert you will receive weekly email alerts notifying you every time we update the “Top 10 Lacerte solutions of the week”.  To sign up to receive these FREE alerts go to the Lacerte Top Solutions for the Week knowledge article and click on the ‘Subscribe Now’ button.  View Article.
  • Can Chat from w/in programUnder the help menu and we will be adding a chat toolbar button in JanuaryThis toolbar button is already in Basic
  • New chat button coming for toolbar – already in Basic
  • in product video viewer or go to You Tube and search ‘Learn to Use ProSeries’
  • User guides at ProSeries.com – these are no longer installed on the harddrive and must be accessed from online resources
  • Others?
  • Want to know about critical information that coincides with your current workflow?  Interested to know which support topics are trending now? We've created a new communication email alert to help keep you better informed. By signing up for this alert you will receive weekly email alerts notifying you every time we update the “Top 10 ProSeries solutions of the week”.  To sign up to receive these FREE alerts go to the ProSeries Top Solutions for the Week knowledge article and click on the ‘Subscribe Now’ button.  
  • For the latest updates, we recommend you follow us on our new Training forums. These forum will be updated weekly with helpful content to get you ready for season You will be notified via email when we post new content quick Video updates by Mike on tax law changes, and product updates throughout season.. You can get there by going to (read bit.lys).
  • new page design
  • Use the Live Community panel (on the right side of the ProSeries window) tohelp you interact with other tax professionals in the following three ways:Read questions that others have asked and review answers those questions have receivedAsk questions and receive answers to your questions Answer questions that others have asked
  • Transcript

    • 1. ProSeries Tax: Resources Brought to you by:
    • 2. Knowledge Base There are 2 ways to access the ProSeries knowledge base Method 1: Search within ProSeries
    • 3. Knowledge Base Method 2: Search from the ProSeries Support Site
    • 4. Support – Chat In Program
    • 5. New Chat button on Toolbar Chat Statuses: Online – Clicking chat button initiates pop up window to start a Chat session Offline – The chat button will show offline when chat is not available
    • 6. Help – Video Links
    • 7. Support – User Guides
    • 8. Knowledge Article Subscription Why is this important? •When you want that ‘follow-up’ to a reported issue, now you can subscribe to an article when it is updated. The message reads: You can subscribe to this article and receive an automatic notification by email of any updates or changes to this issue. It’s quick, easy, and of course free. Subscribe Now.
    • 9. Recommended Article for Subscription See the Resource slides for the link
    • 10. ProSeries Training Forum Follow our new Training Forums for the latest updates ProSeries Training Forum bit.ly/proseriesforum Subscribe
    • 11. Support – Training
    • 12. Live Community Join ProSeries Live Community
    • 13. Resources – MyProSeries.com
    • 14. Resources • Support doc for downloading: https://accountants.intuit.com/support/tax/proseries/ document.jsp?product=PROSERIES_TAX&id=GEN504 05 • Download help: http://accountants.intuit.com/support/tax/proseries/d ocument.jsp?product=PROSERIES_TAX&id=INF24823 &src=syswidget • Calendar-Year Services: https://blog.accountants.intuit.com/prod-info-specialoffers/new-for-proseries-discover-the-benefits-ofcalendar-yearservices/?rmid=28219_001_PSPro&rrid=145546339 • Tax law change blog: https://blog.accountants.intuit.com/?p=28393&s_cid =E-NEWS_TAX
    • 15. Resources • System Requirements for 2013 ProSeries and ProSeries Basic http://accountants.intuit.com/support/tax/proseries/document.jsp?p roduct=PROSERIES_TAX&id=INF23972&src=widget • ProSeries Top Solutions for the Week http://accountants.intuit.com/support/tax/proseries/document.jsp?p roduct=PROSERIES_TAX&id=INF22988&src=widget • New for Tax Year 2013 ProSeries: State Electronic Filing Now Supports PDF Attachments http://accountants.intuit.com/support/tax/proseries/document.jsp?p roduct=PROSERIES_TAX&id=GEN85889 • E-file Atlas http://accountants.intuit.com/support/tax/efatlas/index.jsp?product=PROSERIES_TAX
    • 16. Resources • New for Tax Year 2013 ProSeries, Create and Email Password Protected PDF Files to Your Clients http://accountants.intuit.com/support/tax/proseries/docum ent.jsp?product=PROSERIES_TAX&id=INF24439 • ProSeries User Guides http://accountants.intuit.com/tax/proseries/resources/userguide.jsp • ProSeries Training http://accountants.intuit.com/training/proseries.jsp • Signing Up for Article Subscriptions http://accountants.intuit.com/support/tax/proseries/docum ent.jsp?product=PROSERIES_TAX&id=INF24970 • Setup Options to Customize ProSeries http://accountants.intuit.com/support/tax/proseries/docum ent.jsp?product=PROSERIES_TAX&id=GEN51333
    • 17. Keyboard Shortcuts
    • 18. Keyboard Shortcuts