Am I missing something? On page 2 of the ProSeries Quick Reference Guide, the table mentions a "Client Presentation" feature and a "Client Advisor" feature on the Tools menu of the ProSeries/1040 Unlimited version. I don't see those features listed on the Tools menu. Does that mean they've been abandoned in this year's program, or that they're just not in the Headstart version, or that I just can't find them?
They are just not on the Headstart Version. I read that they will be on the first disk of the regular release (or first download of regular release)
Thanks. I'm not 100% sure I'll have any use for them anyway, but now at least I'll know where and when to look for them.
Hello everyone,
I am the Group Product Manager for ProSeries.
I am happy to announce that Client Advisor and Client Presentation were released in last Friday's 1040 update. The features are available to PowerTax, PowerTax Lite, and 1040 Complete customers.
After you download the update, you can access these features from within the Tools menu.
We look forward to hearing your feedback about these two new features!
Sincerely,
Kathy Kirkendall
Group Product Manager, ProSeries
Intuit Inc.
Excell needed? Can I use Open Office?
Tried to use Client Presentation feature and will not open because I use Open Office instead of Microsoft Excel. Is there any way to to use the feature without excel?
