Express Edition Video Tutorials

Thank you for being a valued ProSeries Express customer. The following video tutorials will give you a look at how maximize your productivity.

Program Setup
  • 3-State Bundle
  • Bank Product Setup
  • Access Rights Setup
  • Transferring Clients
  • Database Maintenance
  • HomeBase Views
  • Print Options
  • Downloading New Products & Updates
  • Billing & Invoicing


Preparing a Client's Return
  • Preparing a Simple 1040 Return
  • How to Print
  • Client File Management
  • Multiple State Returns
  • Pay Per Return
  • Client Letter


Efiling & Bank Products
  • Efile Overview
  • Prepare and Manage a Bank Product Return
  • Efile Setup & Prep - Prepare
  • Efile Setup & Prep - Setup
  • Efile Setup & Prep - Transmit
  • Efile Business Return
  • Efile Individual Extensions
  • Efiling Business Extensions
  • Efile Status - Manage Acknowledgements & Rejected Returns
  • Efile Status - Manage Statuses in Homebase
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