ProSeries

Collect

Client Checklist

Prepare

Tax Returns

Deliver

Finish and File

Store

Organize Data

Accounting

Bookkeeping and Compliance

Plan

Tax and Financial

Manage

Practice and Clients

Grow

Services and Clients

Click any section above
to learn more.



See how ProSeries is supporting your business all year-round.

Learn more by clicking on
any topic to the left.

Collect: Client Data
  • Cloud-based client portal: Link
  • Client Checklist
  • Client Organizer
  • Financial Institution Download
  • QuickBooks Desktop Import
  • K-1 Data Import
  • Missing Client Data
Prepare: Tax Returns
  • 27+ time-saving features and over
    1,000 error diagnostics
  • Tax Return Input Guidance
  • Personalized Training Portal
  • In-product chat
Deliver: Finish and File
  • Automated protected delivery of returns
  • Automated client eSignature collection
  • E-file tracking and client notification
  • PDF Auto Attach
Store: Organize Data
  • SmartVault
  • Document Management System (DMS)
Accounting: Bookkeeping and Compliance
  • QuickBooks Online Accountant
Plan: Tax and Financial
  • ProSeries Tax Planner
  • Client Advisor
  • Client Presentation
Manage: Practice and Clients
  • ProSeries HomeBase
  • Client Status
  • ProSeries E-file Center
Grow: Services and Clients
  • Pay-by-Refund
  • Audit Assistance
  • ProAdvisor Program
icon - collect

Completing returns is a crucial part of your business,
but your work doesn't stop after Tax Day.

You now have access to an ecosystem of integrated solutions to support your business from start to file – and beyond – with Intuit ProConnect ProSeries.

Save more time when collecting and entering
digital and paper data.

Take advantage of these features, forms, tools and support to help you complete more returns in less time.

eSignature for ProSeries Professional offers you a fast, protected and IRS-compliant way to have your clients review and sign their tax documents while saving you time and effort. Clients love the convenience of being able to review and sign from any supported device, and typically respond within hours – not days.1

Quickly and easily capture, manage and share almost any type of client information with these seamlessly integrated tools.

Save time and grow your practice with QuickBooks Online Accountant.

Provide year-round, sophisticated tax planning and protect your client relationships as a trusted advisor.

Save time by managing client data all in one place on ProSeries HomeBase and E-file Center.

Grow and streamline your business with Pay-by-Refund, Audit Assistance and the ProAdvisor Program.

Link

A protected online portal that helps you get the client information you need in an organized and convenient way. Link includes customized branding and templates to represent your business, and comes included with your ProSeries account at no additional cost.
Learn more >

Client Checklist

Create a list of items needed for this year’s tax return preparation based on items in last year’s return, and email a password-protected copy to your clients for them to use.
Learn more >

Client Organizer

Designed for clients who prefer a mailed paper organizer, this tool allows you to print a long organizer based on all areas of a return, an abbreviated short organizer, or an organizer with selected sheets that are most applicable to your client's tax situation.

Financial Institution Download

Save time and reduce errors by pulling data directly from over 230 financial institutions and over 50 W-2 data hubs.
Learn more >

QuickBooks Desktop Import

On average, ProSeries users save more than 33 minutes per return when using this tool to transfer data from QuickBooks or Quicken.1

K-1 Data Import

Automatically transfer data to individual and business returns. On average, ProSeries users save more than 12 minutes per return with K-1 Data Import.1

Missing Client Data

Keep track of all missing client data in a return. Then track the status, email the client a request and quickly link back to the field location as you receive updates on the missing data.
Learn more >

Return to topic selection

1. Based on an Intuit survey of ProSeries customers who reported time savings. Conducted in July 2014, in comparison to their previous method for preparing returns.



Use the forms-based data entry with simple worksheets to collect and calculate detailed items. Totals then flow automatically back to the main forms in the return.

See a view of all clients with detailed information about the status of their return with the HomeBase feature.

Catch more errors or omissions while completing return preparation with over 1,000 error diagnostics. Once all error diagnostics are cleared, you can e-file returns with confidence that returns will be accepted.

Get access to more than 3,500 forms and schedules that allow you to meet the needs of your clients, including business forms such as 1120, 1120S, 1041, 1065, 990, 706 and 709.

Tax Return Input Guidance

Improve your efficiency in locating tax forms and speed of data entry with the Tax Return Input Guidance feature.
Learn more >

Personalized Training Portal

Launched in January 2017, the Personalized Training Portal is packed with dozens of free, specialized videos with recommendations to help you discover features you may not be using. You’ll be able to pick up training right where you left off and review content ratings from your peers. Keep an eye out for additional enhancements based on feedback from you and your peers.
Learn more >

In-Product Chat

Get quick answers to your questions without having to leave a return or call support, so you can get help even while working with a client.

See more time-saving Features

Return to topic selection



Streamline client document review and signature into one simple step with eSignature integrated directly into the ProSeries E-file Center. Automated reminders mean that you don't need to touch the return again until it is ready to e-file.

Easily access an organized record of signed returns and Form 8879.

Give your customers to ability to easily review and sign from anywhere on any supported device.

Ensure that files are covered with data encryption, transferred safely and that the identity of the taxpayer is verified before they can sign the documents. Once eSignatures are complete, use the E-file Center to transmit and track status of all your electronically filed returns.

On average, ProSeries users save more than 15 minutes per return when using the ProSeries E-file Center feature.1

PDF Auto Attach. Since many returns require an attached form for e-filing compliance, we made the process simpler. We took a six-step process and reduced it to two easy steps. Now, you can right-click to attach a form, save time, and reduce errors on the applicable returns you e-file.
Learn more >

Learn more about eSignature

Return to topic selection

1. Based on electronic document signature requests sent and completed via DocuSign during Tax Year 2014.

SmartVault

Enjoy the convenience of anytime, anywhere access to this document management system.

  • Includes 250 gigabytes of online storage.
  • Access files from any computer, browser or mobile device.
  • Share files with clients with the custom-branded portal.
  • Save time and email clients in bulk with customizable email templates.
  • Available on desktop or online.

Document Management System (DMS)

Work more efficiently by scanning and storing source documents and client returns.

  • Work more efficiently by scanning and storing source documents and client returns.
  • Documents are stored on your local hard drive.
  • View, edit, fax or email information instantly from your PC.


Learn more about storing data

Return to topic selection



Access client books with Client Dashboard and instantly see what needs your attention with alerts, to-dos and recent activities for each client, along with one-click access to their books and payroll.

Easily get to accountant tools that enable you to ensure your client’s books are in order. Common tasks are grouped into one menu so you can reclassify transactions, write off invoices and more, without searching through menus.

Get the lowest price with wholesale discounts and exclusive pricing for your clients. Save 50 percent for the life of your clients' QuickBooks Online subscriptions, and receive a single consolidated bill for streamlined client billing. Bundle with Payroll for even more savings.

Manage employee access with permissions. You can easily control what your employees can see and do in your clients' books and in your own firm's books.



Learn more about bookkeeping

Return to topic selection



ProSeries Tax Planner and
"What If" Worksheets

  • Increase your value to clients by offering custom tax planning services for 1040 returns.
  • Estimate tax payments, withholdings, income expenses, self-employment estimates and more over a number of future years for 1040 returns.
  • Compare multiple complex scenarios using actual current and future tax rates.
  • Advise clients how to reduce liability and chances of triggering an audit.
  • Automatically "red flag" amounts that exceed national averages.
  • Review plans directly on screen and print easy-to-read reports to communicate tax plans.

Learn more >

Client Advisor
Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes.
Learn more >

Client Presentation
Easily generate custom graphs and reports that illustrate the current tax return and how it compares to prior year.
Learn more >

Return to topic selection



Client Status
Review and keep track of the progress and status of a client return. You can use this worksheet as a planning tool, as a status report, or as a checklist for events completed. The current client status is displayed in the ProSeries HomeBase.
Learn more >

E-file Center
View, track status and manage e-filed returns and Form 8879 eSignatures.
Learn more >

Customizable HomeBase
Keep track of all client information in ProSeries HomeBase views, including the ability to add additional HomeBase columns. Create and save custom HomeBase views and export data for mailing lists and other analysis.
Learn more >

Return to topic selection



Pay-by-Refund
Your clients can enjoy the convenience of paying your tax prep fees directly out of their federal refund, requiring no up-front or out-of-pocket expenses. And since there are no invoices for you to send, you streamline your receivables.

It costs you nothing to offer Pay-by-Refund. Your client pays a one-time, flat $49.95 bank set-up fee per federal return. Simply apply with one of our participating banks and link your account to your software.
Learn more >

Audit Assistance
Add even more value to your business by offering affordable, personalized assistance for clients in case they face an IRS Audit. ID Theft Restoration services are included to help restore their identity in the event of an identity theft incident. Services are available in Spanish, as well. Offered by Tax Protection Plus and integrated into ProSeries with a 30-day money-back guarantee. It's free for tax professionals and just $44.95 for your clients. Exclusions apply.
Learn more >

Grow your practice with the
ProAdvisor Program.

Get free product training, certification opportunities, discounts, resources and all your QuickBooks ProAdvisor Program benefits without leaving QuickBooks Online Accountant. You'll also receive your own QuickBooks certification badges to display.
Learn more >

Return to topic selection



Save more time when collecting and entering digital and paper data.

Link

A protected online portal that helps you get the client information you need in an organized and convenient way. Link includes customized branding and templates to represent your business, and comes included with your ProSeries account at no additional cost.
Learn more >

Client Checklist

Create a list of items needed for this year’s tax return preparation based on items in last year’s return, and email a password-protected copy to your clients for them to use.
Learn more >

Client Organizer

Designed for clients who prefer a mailed paper organizer, this tool allows you to print a long organizer based on all areas of a return, an abbreviated short organizer, or an organizer with selected sheets that are most applicable to your client's tax situation.

Financial Institution Download

Save time and reduce errors by pulling data directly from over 230 financial institutions and over 50 W-2 data hubs.
Learn more >

QuickBooks Desktop Import

On average, ProSeries users save more than 33 minutes per return when using this tool to transfer data from QuickBooks or Quicken.1

K-1 Data Import

Automatically transfer data to individual and business returns. On average, ProSeries users save more than 12 minutes per return with K-1 Data Import.1

Missing Client Data

Keep track of all missing client data in a return. Then track the status, email the client a request and quickly link back to the field location as you receive updates on the missing data.
Learn more >

1. Based on an Intuit survey of ProSeries customers who reported time savings. Conducted in July 2014, in comparison to their previous method for preparing returns.

▴ Return to topic selection ▴

Take advantage of these features, forms, tools and support to help you complete more returns in less time.

Use the forms-based data entry with simple worksheets to collect and calculate detailed items. Totals then flow automatically back to the main forms in the return.

See a view of all clients with detailed information about the status of their return with the HomeBase feature.

Catch more errors or omissions while completing return preparation with over 1,000 error diagnostics. Once all error diagnostics are cleared, you can e-file returns with confidence that returns will be accepted.

Get access to more than 3,500 forms and schedules that allow you to meet the needs of your clients, including business forms such as 1120, 1120S, 1041, 1065, 990, 706 and 709.

Tax Return Input Guidance

Improve your efficiency in locating tax forms and speed of data entry with the Tax Return Input Guidance feature.
Learn more >

Personalized Training Portal

Launched in January 2017, the Personalized Training Portal is packed with dozens of free, specialized videos with recommendations to help you discover features you may not be using. You’ll be able to pick up training right where you left off and review content ratings from your peers. Keep an eye out for additional enhancements based on feedback from you and your peers.
Learn more >

In-Product Chat

Get quick answers to your questions without having to leave a return or call support, so you can get help even while working with a client.
Learn more >

See More Time Saving Features

▴ Return to topic selection ▴

eSignature for ProSeries Professional offers you a fast, protected and IRS-compliant way to have your clients review and sign their tax documents while saving you time and effort. Clients love the convenience of being able to review and sign from any supported device, and typically respond within hours – not days.1

Streamline client document review and signature into one simple step with eSignature integrated directly into the ProSeries E-file Center. Automated reminders mean that you don't need to touch the return again until it is ready to e-file.

Easily access an organized record of signed returns and Form 8879.

Give your customers to ability to easily review and sign from anywhere on any supported device.

Ensure that files are covered with data encryption, transferred safely and that the identity of the taxpayer is verified before they can sign the documents. Once eSignatures are complete, use the E-file Center to transmit and track status of all your electronically filed returns.

On average, ProSeries users save more than 15 minutes per return when using the ProSeries E-file Center feature.1

PDF Auto Attach. Since many returns require an attached form for e-filing compliance, we made the process simpler. We took a six-step process and reduced it to two easy steps. Now, you can right-click to attach a form, save time, and reduce errors on the applicable returns you e-file.
Learn more >

Learn More About eSignature

1. Based on electronic document signature requests sent and completed via DocuSign during Tax Year 2014.

▴ Return to topic selection ▴

Quickly and easily capture, manage and share almost any type of client information with these seamlessly integrated tools.

Bookmark PDF

Quickly locate and link to points of interest within a PDF document with the Bookmark PDF navigational tool. One of Lacerte's most requested features is the ability to create a bookmarked PDF. This feature is available whenever you print a PDF, regardless of where it is stored, whether you use the Document Management System, SmartVault, or your own hard drive.

Document Management

SmartVault
Enjoy the convenience of anytime, anywhere access to this document management system.

  • Includes 250 gigabytes of online storage.
  • Enjoy the convenience of anytime, anywhere access to this document management system.
  • Access files from any computer, browser or mobile device.
  • File share with clients with the custom branded portal.
  • Save time and email clients in bulk with customizable email templates.
  • Available on desktop or online.

 

Document Management System (DMS)
Work more efficiently by scanning and storing source documents and client returns.

  • Work more efficiently by scanning and storing source documents and client returns.
  • Documents are stored on your local hard drive.
  • View, edit, fax or email information instantly from your PC.

 

Learn More About Storing Data

▴ Return to topic selection ▴

Save time and grow your practice with QuickBooks tools.

Access client books with Client Dashboard and instantly see what needs your attention with alerts, to-do's and recent activities for each client, along with one-click access to their books and payroll.

Easily get to accountant tools that enable you to ensure your client’s books are in order. Common tasks are grouped into one menu so you can reclassify transactions, write-off invoices and more, without searching through menus.

Get the lowest price with Wholesale Discounts and exclusive pricing for your clients. Save 50 percent for the life of your clients' QuickBooks Online subscriptions, and receive a single consolidated bill for streamlined client billing. Bundle with Payroll for even more savings.

Manage employee access with permissions. You can easily control what your employees can see and do in your clients' books and in your own firm's books.

Learn More About Bookkeeping

▴ Return to topic selection ▴

Provide year-round, sophisticated tax planning and secure your client relationships as a trusted advisor.

ProSeries Tax Planner and "What If" Worksheets

  • Increase your value to clients by offering custom tax planning services for 1040 returns.
  • Estimate tax payments, withholdings, income expenses, self employment estimates and more over a number of future years for 1040 returns.
  • Compare multiple complex scenarios using actual current and future tax rates.
  • Advise clients how to reduce liability and chances of triggering an audit.
  • Automatically "red flag" amounts that exceed national averages.
  • Review plans directly on screen and print easy-to-read reports to communicate tax plans.

Learn more >

Client Advisor
Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes.
Learn more >

Client Presentation
Easily generate custom graphs and reports that illustrate the current tax return and how it compares to prior year.
Learn more >

▴ Return to topic selection ▴

Save time by having everything in one place with OfficeTools and QuickBooks.

Client Status
Review and keep track of the progress and status of a client return. You can use this worksheet as a planning tool, as a status report, or as a checklist for events completed. The current client status is displayed in the ProSeries HomeBase.
Learn more >

E-file Center
View, track status and manage e-filed returns and Form 8879 eSignatures.
Learn more >

Customizable HomeBase
Keep track of all client information in ProSeries HomeBase views, including the ability to add additional HomeBase columns, create and save custom HomeBase views and export data for mailing lists and other analysis.
Learn more >

▴ Return to topic selection ▴

Grow your client services and participate in the ProAdvisor Program.

Pay-by-Refund
Your clients can enjoy the convenience of paying your tax prep fees directly out of their federal refund, requiring no up-front or out-of-pocket expenses. And since there are no invoices for you to send, you streamline your receivables.

It costs you nothing to offer Pay-by-Refund. Your client pays a one-time, flat $39.95 bank set-up fee per federal return. Simply apply with one of our participating banks and link your account to your software.
Learn more >

Audit Assistance
Add even more value to your business by offering affordable, personalized assistance for clients in case they face an IRS Audit. ID Theft Restoration services are included to help restore their identity in the event of an identity theft incident. Services are available in Spanish, as well. Offered by Tax Protection Plus and integrated into ProSeries with a 30-day money-back guarantee. It's free for tax professionals and just $44.95 for your clients. Exclusions apply.
Learn more >

Grow your practice with the
ProAdvisor Program.

Get free product training, certification opportunities, discounts, resources and all your QuickBooks ProAdvisor Program benefits without leaving QuickBooks Online Accountant. You'll also receive your own QuickBooks certification badges to display.
Learn more >

▴ Return to topic selection ▴