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New: PDF Forms Designer
What's New in PBS-
PBS System Requirements
PBS Free Trial Software
Try out other PBS modules with no obligation.
File Management Site
(Requires a login)
March 20, 2020 -
A note for our customers
from John Miller, President
Welcome to Passport's Training and Resource Site
PBS module training helps you to take full advantage of the power and flexibility of PBS software, allowing you to work faster and more efficiently without losing accuracy. Plus, training will help reduce support costs. Active Passport Update Program (PUP) status is required for training video access. We invite you to sign up today. Click the Signup link above to begin.
Year-end has arrived! Passport offers resources to help:
Would you like a review of year-end processing in PBS/CashPoint? Visit our Year End Resource page under the tab above, or click here.
Entering tax tables? Here are some thoughtful tips from Peter Dalziel, Passport's VP of Customer Care.
Tax implications of COVID-19 is a timely blog post from Passport's Director of Training,
Jim Turner, CPA.
Passport Software is committed to our customers' success. Customer input plays a large role in our continued support and development of our Passport Business Solutions products including:
Our updates keep your PBS software products abreast of regulatory compliance and reporting changes, and technology advancements. The current Passport Update Program letter contains just some of the newest benefits for our customers.
Please contact us at with product suggestions.
In the news:
Looking for a way to securely access PBS from home or other remote location?
We can help.
Dealing with ACA compliance and reporting? Here's a 2-minute look at how we can help.
Navigating sales tax reporting and compliance? This blog post offers the story of one of our customers whose accounting firm "resigned" because of the changes to sales tax compliance for remote sellers. Passport has a variety of options to help our customers dealing with this complex problem, including our AvaTax integration.
Microsoft Support Ending Notices:
After January 14, 2020, Microsoft will no longer provide security updates or support for PCs running Windows 7. For users of Windows 7 Professional and Windows 7 Enterprise, Extended Security Updates through January 2023 may be purchased.
On January 14, 2020, support for Windows Server 2008 and 2008 R2 ended. That means regular security updates have also ended.
Please contact your Passport Partner for more information.
Not sure who to call? Contact us at 800-969-7900 or .