Getting this admin “stuff” done right is important! We will help ensure that your firm is organized and set up for an efficient and secure experience inside of ProConnect Tax. And while not all ProConnect users will need to know how to complete these tasks, firm administrators and owners will benefit greatly from these conversations.

This session will ensure you know which firm identifiers need to be entered into the program as well as the process for doing so. Managing and inviting others to your ProConnect environment- an essential process for many firms- will also be demonstrated with special consideration given to user permissions. Finally, firm customization will be showcased to help you personalize your and your client’s experience.

Learning Objectives:

• Identify the basic firm and preparer information required to prepare returns with ProConnect Tax


• Complete steps required to set up and start using ProConnect Tax


• Apply and utilize customization settings inside ProConnect Tax


• Understand and assign ProConnect Tax user roles and permissions

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222