Introduction

ProSeries Professional

This training is divided into two sections. The first contains topics related to new features and functionality as well as general enhancements made in the ProSeries software for tax year 2008. The Current Functionality section references the information that was introduced in the tax year 2007 program. We have provided video demonstrations and screen shots throughout to help you better understand the concepts described. Note that some of the video demonstrations and screen captures provided throughout this training may contain some slight inaccuracies due to the timing of this course and the product release(s).

Learning Objectives

By the end of this course you should be able to:

• Utilize the new features and enhancements within ProSeries 2008.
• Understand when to use the different types of in-program and online support and the benefits of each.
• Improve the level of service you provide to your clients by knowing differences in, and advantages of, the four Bank Product offerings in ProSeries.
• Easily locate and make use of the new forms and worksheets.
• Be aware of and implement in your practice the changes and additions introduced in the 2007 ProSeries product.

This course is not recommended for CPE, though other offerings are provided for continuing education credit. Click here to access the ProSeries training page and our NASBA sponsor information.