Client Materials
- Prepare and mail organizers for prior year clients
- Prepare letters, coupons, and any other items to be mailed to clients
- Preseason scheduling
- Develop a marketing strategy
Bank Products
- Familiarize yourself with the various bank products and their fees
- Complete and submit bank application from Account Hub (My Account)
- Order checks and cards from the bank
- Determine bank fee structure and configure these fees in the Fee Setup Menu
- Set up your bank in Keystone Tax Solutions Pro
- Print a test check from your bank’s website
- Complete required compliance training (varies by bank)
IRS / Tax Provisions
- Apply for an EFIN if you haven’t got one already
- Renew your PTIN
- Review Federal Tax Law Changes
- Review Filing Thresholds / Changes
- Familiarize yourself with Due Diligence Requirements
State Provisions
- Familiarize yourself with your state’s e-filing mandates
- Familiarize yourself with your state’s requirements for bank products
- Familiarize yourself with your state’s requirements for filing extensions and for filing business returns
Computer Equipment
- Ensure all computers meet the minimum recommended system requirements to run Keystone Tax Solutions Pro
- Perform routine maintenance on computers (should be done by an IT professional)
- Clean registry
- Defragment hard drives
- Remove old/unwanted programs
- Check the operating system for damage or corruption
- Ensure all Windows Updates have been installed
- Use Windows Disk Cleanup Utility to remove other unneeded files
- Clean up the Start Up programs list
- Upgrade and/or replace any hardware (computers, printers, scanners) as needed
- Test all printers for use with Keystone Tax Solutions Pro
- Update Adobe Acrobat Reader DC or other PDF software
- Test document scanners, barcode scanners, and signature pads for use with Keystone Tax Solutions Pro
- Test internet connection on all systems (wireless connections aren’t recommended)
- Renew subscriptions to anti-virus and firewall software
- Set exclusions for Keystone Tax Solutions Pro in anti-virus and firewall software
- Train employees on computer policies and equipment
- Train employees on office security
- IRS: Protect Your Clients – Protect Yourself
Network Users
- Network should be set up by an IT professional prior to downloading the software
- To ensure a stable and secure connection, network computers together using network cable
- Contact Keystone Tax Solutions Pro Support for assistance installing the software on a network
Keystone Tax Solutions Pro Desktop Software
- Update information in Account Hub (My Account), including IRS Tracking Number
- First-year customers: Convert any data from prior year to Keystone Tax Solutions Pro
- Contact Sales to complete the conversion agreement
- Contact Keystone Tax Solutions Pro Technical Support to convert prior year data
- Install prior year programs on any new computers
- Download and install update for prior year programs
- Install the 2019 Keystone Tax Solutions Pro program on all computers
- Customize Configuration settings (on the File Server)
- Make changes to firm and ERO information as needed
- Add preparers and edit existing information as needed
- Set up preparer security and preparer roles
- Determine fee structure and set up fees in the Fee Setup Menu
- Customize Premium settings (on the File Server)
- PaperCut Paperless Office Settings
- Text Message and Secure E-Mail to clients
- Set up your TaxesToGo mobile app in Account Hub (My Account)
- Become familiar with program changes and enhancements
- Explore the Keystone Tax Solutions Pro Knowledgebase and, if purchased, The Tax Book
- Train staff to navigate and use Keystone Tax Solutions Pro
- Create practice returns
- Subscribe to the Keystone Tax Solutions Pro Support Blog
Keystone Tax Solutions Pro Web Software
- Update information in Account Hub, including the IRS Tracking Number
- First-year customers: Convert any data from prior year to Keystone Tax Solutions Pro
- Contact Sales to complete the conversion agreement
- Contact Keystone Tax Solutions Pro Technical Support to convert prior year data
- Update Office Configuration
- Make changes to firm and ERO information as needed
- Add preparers and edit existing preparers as needed
- Set up Preparer Security and Preparer Roles
- Determine fee structure and set up fees in the Fee Setup Menu
- Become familiar with program changes and enhancements
- Explore the Keystone Tax Solutions Pro Knowledgebase and, if purchased, The Tax Book
- Train staff to use and navigate Keystone Tax Solutions Pro software
- Create practice returns
- Set up your TaxesToGo mobile app
- Subscribe to the Keystone Tax Solutions Pro Support Blog