TaxVision is now ProDesk.tax. Same software, same team, same support — just a new name. Learn more
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Tutorials

Short videos to help you get the most out of ProDesk.

These videos were recorded under the TaxVision name. The software is identical — only the name has changed.

New 2020 Features

Text to Upload Documents and Text to Sign 8879

Configure Your ProDesk Account

This tutorial shows you how to set-up and configure your account

Easy Bank Enrollment

Enrolling with your bank of choice is a simple process within ProDesk

Video coming soon

Sample 1040 Return and Electronic Filing

Learn how to Begin, Navigate, Prepare and Electronically File a Simple 1040 Return.

Video coming soon

Adding additional users in ProDesk

Learn how to add/delete users and give security permissions to each account.

How to set-up your default Return Pricing

You can set your default pricing in ProDesk to save time.

Grant Taxpayer Access

You can give your client temporary online access to their tax return to streamline your customer service.

Searching and Adding Forms

Learn how to add and search for additional forms in ProDesk software.