Software walkthrough
👤 For professional tax preparers with an EFIN and PTIN. Registration is required for free software access.
Explore the actual ProWeb platform with an official video, a preparation roadmap, and your Optimum demo.
From setup
to your first workflow.
The official ProWeb overview below introduces the platform. Screens and options may vary by tax year and account configuration.
Your walkthrough roadmap.
Set up your office
Review office and ERO settings, preparer accounts, permissions, fees, and print options.
Start a practice return
Use the demo to explore creating a return and entering taxpayer information. Use sample data only.
Follow the return workflow
Explore filing status, dependents, income, federal sections, and applicable state returns.
Review the result
Use the summary and printing tools to inspect the return before completing your workflow.
Explore client collaboration
Learn document exchange and signature workflows through Customer Portal and TaxesToGo.
Continue learning
Use the official quick start manual and overview video linked below. Contact Optimum with setup questions.
The provider describes the demo as allowing exploration without transmitting a return. This walkthrough is a software orientation, not tax advice.