GodFather
Level 8

I'm new to Pro Series, migrating from ATX after many years.  Wondering what important steps should be taken before the 2021 tax season begins?  I know data conversion is important and I'll ensure the information for each client is transfer accurately.  I would appreciate your thoughts on what other aspects of the transition are important?  What do I need to know about Pro Series?  Can anyone share information on the Link and how easy it is to use?  My business is 99% personal income tax with an occasional fiduciary return thrown in.  

Look forward to being part of the Pro Series family even with some of the hiccups I've read about.