Before you begin using your Lacerte software, IRS standards require you to validate each individual user's identity. Learn how to set up your Primary Administrator to manage your software and My …

Once you’re signed in to ProConnect, access the gear symbol at the lower left of your software for quick setup tools, including your Preparer Information and Firm Information profiles.

Cloud-based tools Cloud-based tax software’s one of the biggest ways to gain flexibility, boost efficiency and cut IT costs.

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If you purchased the hosted version of ProSeries, you do not need to download the software. You will be receiving a series of emails from [email protected] with further …

Do you offer bookkeeping and accounting services? * Yes No Do you have your EA credential? * Yes No

Do you offer bookkeeping and accounting services? * Yes No Do you have your EA credential? * Yes No

May 5, 2016 · To-Do List Conduct post-season review. Evaluate tax software. Remind individual clients of June 15 estimated tax payment. Alert clients who need to file amended returns. Notes

Firms that lead with advisory services rely on cloud accounting solutions that automate most of the transactional work for the business so that both the firm and the client have access to real-time data …