• Account Management
  • Update Firm Information
  • Update Addresses
  • Update Login Information
• PPR/ EF Activity
  • Increase PPR Balance
  • Client E-File Status
  • SBBT Funding Status
• Product Information
  • Download Products
  • Order Status
  • Product Licensing
  • Release Dates
• Support
  • Support Home
  • Top Support Topics
  • Newsletters
  • Phone Support

ProSeries Frequently Asked Questions

Working with ProSeries Passwords

Products Affected:

• ProSeries
• ProSeries Express Edition
• ProSeries Basic Edition

ProSeries has several passwords that are used for different purposes.

• Access Rights passwords — New for Tax Year 2006. Used to control who can open the ProSeries and ProSeries Express software and access the various features and functions. Access Rights will supersede the Master and Electronic Filing passwords described below.
• Master password — Must be established before a client-level or electronic filing password can be used. May be used in place of a client-level or electronic filing password.
• File (client-level) password — Used to protect each client file.
• Electronic Filing password — Used to protect the electronic filing transmission of returns and extension forms.
• My ProSeries password — Used to access account information and customer specific services on www.proseries.com.

For more information about how to set up and recover these passwords, follow these links:

• ProSeries Access Rights Passwords
• ProSeries Master, Client-Level, and Electronic Filing Passwords
• My ProSeries User Name and Password

Did this information help you? Yes     No Does Not Apply     Comments about this page:   Note: You will not receive a personal response to your comment.