Has anyone used ProSeries as a pay-per-return option in their taxpractice and if so what were your likes and dislikes? I wouldespecially like to hear about how the privacy issue is handled forclient data since I assume that the return will have to either beprepared online or saved to a database online.Thanks,Bob Spinks
...I would especially like to hear about how the privacy issue is handled for client data since I assume that the return will have to either be prepared online or saved to a database online.I can't speak for ProSeries, but none of the pay-per-return services I've ever used had any privacy issues. They operated on the desktop and had a counter embedded in the software to control usage. The counter can be increased by "buying" more returns, and decreased by creating new returns. Some of the data in the return is keyed to the counter so that you can't erase and recreate a new return without additional charge and yet can change and print paid-for returns as often as you wish without additional charge. The only reason I ever had for going online to download patches to the code. No client data was ever uploaded. Of course, nowadays there may be online pay-per-return professional level software. If so, I would share your concerns about privacy.Ira
I've used it for several years, and I like it. Software is well written and customer service reps are great! You put money in your account via internet w/ a credit card. I get unlimited for in & s's butlove the ppr for my few partnerships and c's, also you can get access to any state's return if you have any part year residents.I also use their e-file and have not have any problems, and my clients love the fast refunds. Isn't it kind of late to be deciding your software for this year? If you want to check out Pro for next year, I believe they still send you the full version of the previous years program for evaluation for a nominal fee.You can get less expensive software, but I believe you get what you pay for. I think Pro has excellent diagnostics.
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