Forms-based tax data input
Select from 3,700+ forms and use ProSeries’ form-based data input that gives you a straightforward display that's easy to explain to clients.
I choose ProSeries for
so my clients get more of
Prepare, finish, and file tax returns with features you can count on.
Forms-based tax data input
Reduce rejections and maximize your clients' refunds with more than 1,000 advanced diagnostics to help you review and optimize every return. You’ll get peace of mind knowing that ProSeries tax software automatically catches errors and data omissions.
Get the tried-and-true features of the desktop tax preparation software, but with the benefits of remote access on the cloud. With our Hosting for ProSeries option you can free yourself from IT and security hassles, with fast updates, automatic backups, built-in layers of security, multi-user access, and more.
Take advantage of time-saving features to start filing with confidence, and without any of the guesswork.*
ProSeries features like K-1 data transfer, jump to input, the "where do I enter?" tool, missing client information tool, and more help ProSeries users save time while they work with confidence.
Customize a solution that’s the right fit for your practice and pay for only what you need.
Get the right professional tax software package and pricing for your firm with forms included like 1040, 1041, 1065, 1120, 706, 709, and 990. Whether you need to file business returns or just a limited amount of 1040s, we have the packages with the right price point, so you don’t pay for more than you need. Plus, all packages come with e-file, training, support, and more for free.
Flexible options include:
Maximize your productivity by including integrated add-on solutions to complete your online tax workflow.
Get documents reviewed and signed securely in a matter of hours from any device with IRS-compliant eSignature, powered by DocuSign. New one-click functionality lets you quickly send 8878 and 8879 requests from inside ProSeries.
Hosting for ProSeries*
Connect the same ProSeries software to the cloud with enterprise-level security, minimal IT work, easy updates, and expert support from Intuit and Right Networks. Get anytime, anywhere multi-user access on any device, so your staff can work from the same data without interruption.
Give your clients a simple way to pay for your professional tax preparation without worrying about upfront, out-of-pocket costs, and give yourself a simpler way to do refund transfers. Get the option to enroll in expanded bank offerings like Refund Advance and more.
Offer your clients an additional layer of protection in the event of audits, IRS notices or ID theft for year-long peace of mind.
Enjoy up to 20% off eSignature when you buy ProSeries.*
If you e-file, it’s time for eSignature. And now when you get started with your new software, you can enjoy eSignature with a deep discount. Give your software a boost so you can get everything signed and tracked—all remotely, and all from one place.
Call 844-830-8561 to claim your savings.
20% off unlimited eSignatures or 14% off 100+ eSignatures
Valid for new Lacerte, ProSeries, or ProConnect customers only
Enjoy the confidence that comes with free, unrivaled support and training that starts the moment you do.
Easy Start new-customer onboarding program
Make your first year with ProSeries a success with our new-user Easy Start onboarding system. You'll get personalized customer support, automated data conversion, access to your personalized training portal, and the success guide, which will send timely instructions to help ensure you’re completely set up with installation, EFIN verification, and more.
Stay at the top of your game with free training materials included with your ProSeries software. Join live or recorded webinars— ranging from software to professional topics—or participate in our immersive virtual conferences to meet with peers and hear from tax and accounting experts. Both include options for CPE and CE credits. Lastly, you can stay informed all year long with our informative Tax Pro Center.
Expert support and in-product help
Get free product support from U.S.-based agents, with extended hours during tax season. Schedule an appointment or request a call back to get support on your schedule, without waiting on hold. And take advantage of our tax professional community, accessible 24/7, to ask questions and get answers from your peers. You can also find help without leaving ProSeries with on-screen help that’s constantly available to answer your tax and software questions, even while you work on returns.
See what peers and publications have to say about ProSeries.
CPA Practice Advisor*
Tax Document Automation*
CPA Practice Advisor*
ProSeries has been a very seamless transition. I moved from another software that was, in my opinion, a little clunky. And ProSeries was very easy for me to figure out. I love ProSeries because it saves me time. It's very easy to input data and then check for errors.”