Skylane
Level 11
Level 11

Welcome to the asylum!

PS has a lot of functionality. Doesn’t do everything but there are 3 or more ways to a lot. Developing a workflow that makes sense for your practice is huge. Start with the training videos. They’re not always great but can point you in the right direction. 

That said, you’ll find a bunch of shortcomings. PS doesn’t always do things the way you want or think it should. But keep an open mind to workflow and workarounds. 

one for instance…. The PS printing function can be slow and cumbersome depending on your equipment. I learned several years ago to print whatever i need to pdf and then print (or have  

my staff) print the PDFs and put them in my client folders… works well for my operation 

if you do a lot of paperless work, look at Intuit link as an option for some clients. 

I’ve always had a walk-in office but was able to alter my workflow this season to work 100% remotely. 

Check back when you get stuck….you’ll find everyone has a (different ) opinion 

If at first you don’t succeed…..find a workaround