What is included in My Account Basic Access as a ProSystem fx user?

Basic Access for ProSystem fx users includes the following self-service tools and features:

  • View my inventory - View inventory for any of the ProSystem fx accounts associated with your profile
  • Links to a series of additional self-service tools on the ProSystem fx site:
    • Billing Statement Review
    • Firm Administration
    • Permission Key Download
    • ProSystem fx Tax Renewal
    • Seminar Registration
    • Staff Access Rights
    • Supply Purchasing System

Basic Access requires you to provide your 5-, 6- or 7-digit ProSystem fx Account Number and ZIP Code during Registration or the Add an Account process.

When you have provided the requested information, click the Add (Registration) or Submit (Add an Account) button. An on-screen message will display to confirm that the account number has been associated with your e-mail address with Basic Access.

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