Account management

This article will help you: Reset the Primary Password or E-file password Reset the Primary Password: From the Tools menu,...

What password options are available? ProSeries Professional and ProSeries Basic have multiple password options available to...

This article will help you restore client data files from a back-up using the Client File Maintenance feature in ProSeries...

Before you start: For an overview of the different Pay-by-Refund programs available, click here . EFIN verification is...

This article will help you: Generate an organizer from scratch, or starting with last years data Print the organizer to paper...

Before you start: Verify your customer number in the software is correct. Your customer number may be different from previous...

Before you start: The in-product update for Document Management System (DMS ) will not update to the next year's version. You...

How do I opt in for Deferred Payment Option (DPO): Online Opt-In Steps for ProSeries DPO (Deferred Payment Option) Online...

This article will help you: Transfer client files from the prior year of ProSeries Transfer client files from the prior year...

Intuit wants to make sure that you can manage your data safely and easily. Your Intuit Account allows you to do just that. No...