Site Training – Half Day



Intensive training course covering all of the areas of the software.

Starts with the Practice Management and Risk Management areas of the software generally done for practice seniors/managers.

Following onto user sessions to include:

Security Options – limiting access to certain clients or limiting users to certain areas of the software

Reporting Module – how to generate reports, add company logo to reports, change report headings, colour and logo. How to create report packs. How to personalise reports for your firm.

Letters – how to create microsoft word letters within TaxPro, how to create your letter templates, how to add your company logo to letters, how to use mail merge fields and how to batch print.

Comprehensive Case Study – covering all areas of data entry, calculations, creating tax returns uploading to ROS and recording compliance information.

Courses can be amended for specific firms and can vary based on whether refresher/advanced training or new user training is required.

For more information on course content, costs or available dates mail to or call us on 021 439191