Hello Forum,

This is my fist post, I see that this forum is pretty active (just asked to join the Facebook Group as well). I am a new PTO user coming from ProSeries, I feel that this software will be perfect for my firm since I have around 100 business clients all on QBO.

Anyway ProSeries was very easy to customize the print options, I understand PTO doesn't have the same level of print customization but I wanted to see if I can add my engagement letter and a custom page that gives instructions how to check their refunds online (I am trying to minimize senseless calls to my office).  

Thank you in advance look forward to working with PTO and trying to learn the program and help out this forum in the future as well.