The following features and improvements will be available in the 2019 version of ProSeries:
ProSeries customers will now be able to undo previous data entries. You can undo a previously entered field while on the same form
Quickly undo data entry mistakes and more easily run scenarios for your clients with the new undo/redo feature in ProSeries. This new enhancement will allow you to undo previously entered data entry and then if you want, redo what you just undid.
This feature will be available for ProSeries Professional and ProSeries Basic in tax Year 2019.
E-filing locked returns
File with confidence with the ability to lock returns from calculation changes and, when ready e-file those locked returns. While in locked status, if ProSeries detects calculations in the return have been updated, it will stop the e-filing process and notify you to update the return. The return will not be e-filed until you and your client are ready.
This feature will be available for ProSeries Professional and ProSeries Basic in the Tax Year 2019 software
Client letter improvements
ProSeries has added 18 new standard client letters. In addition to the standard client cetter, ProSeries now provides you with a standard engagement letter, amendment letter, Spanish client Letter, and privacy statement for individual clients. For business clients, in addition to the standard client letter, ProSeries now offers an Engagement Letter and a Privacy Statement.
We have also made several additional improvements to the client letter. You can now:
- Save multiple custom client letters for each client
- More easily print only the letter(s) you need
- Set defaults for which letter(s) you want to print with the return
This feature will be available for ProSeries Professional customers in tax year 2019.
Click here for more information.
Freezing dates on letters and invoices
ProSeries is enabling the freezing of dates on the Client Letter and Invoice so that customers can keep the date on them tied to the e-filing date or date of their choice.
ProSeries Pro customers can now check a box on the Client Status worksheet to have the date frozen as of the date the e-filed return is accepted, or a date of their choice. They can also use a Global Option that allows them to freeze the date for every e-filed return to the date the e-filed return is accepted.
This feature will be available in ProSeries Professional for tax year 2019.
Introducing the new, reimagined eSignature for ProSeries. Go digital with eSignature and give yourself and your clients the better way to collect and submit signatures. eSignature is fully integrated within your workflow so you will never skip a beat, and is powered by DocuSign, the leading eSignature brand and trusted worldwide for electronic signatures.
By choosing the new, reimagined eSignature, your firm will save time by having the feature streamlined into your workflow with an automatic status tracking dashboard to keep you up to date on your clients signing status. With one simple view, you can stay on track to see who completed the eSignatures, which clients need extra attention, which eSignatures are in progress and what actions you need to take next.
Youll also gain the convenience of being able to use eSignature with any form. eSignature for ProSeries now supports all forms including business forms, engagement letters, invoices, nondisclosure agreementss, and bank documents so you dont have to worry about having two separate processes. Lastly, eSignature can help your firm with becoming or staying paperless. Whether youre receiving eSignatures online or using the new option of collecting digital signatures in person, youll have fewer papers on your desk while helping save some trees.
Click here for more information.