Need PTO new user help and can't get it

I am a Proseries User who is (was) planning to use PTO for a few returns this year that aren't covered under my Proseries package. A few frustrations and issues getting up and running:

 - The EFIN process was arduous and frustrating. I think I am somehow through this, but I am not sure how to verify if this is complete.

 - Chat doesn't work and the phone support (I finally found a phone number after calling my ProAdvisor help line) at 800-200-7599 hung up on me without connecting me. It seems like my customer account number isn't recognized. I'm using my Intuit number that is connected to my Quickbooks and ProSeries subscriptions, as I'm not aware of any new CAN. Any suggestions?

- Am I crazy or does this product lack any field-level help? Any suggestions for a little support on 1065s? I only do a few a year, so I'm reliant on a little help here and there.

- I'd like to convert the ProSeries 2015 returns I am planning to do in PTO, but I'm not seeing how to do this. Any leads here?

- Is it just me, or does this product really stink. Feel free to tell me I'm wrong and I just need to give it time, but my first impressions are really poor.

2 additional answers

No answers have been posted

More Actions

People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: