Welcome video

Welcome video
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Storyboard Text

  • Hello, my name is Roni. I'm calling from Proconnect as your New customer Concierge. May I speak to Jacob?
  • Hi Roni, this is Jacob. I'm a CPA in the Dallas area. I am ready to get started with my new tax software. Can you help me?
  • I will have 5 employees using the network version
  • I need help installing and finding resources
  • I've used your competitor in the past...
  • I have my EFIN
  • I would be happy to help. First I'd like to know more about the needs of your firm and your expectations of the program.
  • Based on your unique needs Jacob, I have the perfect solution for you!
  • Invite & manage users Upload EFIN
  • Welcome Center Training Center Resources
  • Success Coach to install and train
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