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ProSeries® Tax

I choose ProSeries for

its timesaving ease of use
Create a connected, virtual office with powerful tax tools and integrated solutions that help you focus on delivering the best financial outcomes for your clients.
Call 844-818-3676 for a fast, free consultation.

so my clients get more of

my thoughtful guidance

Deliver for your clients like never before with software known for its ease of use and increased productivity.

Fill out, finish, and file returns with features you can count on.

Forms-based 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.

Advanced diagnostics
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 automatically catches errors and data omissions.

Online access
Get the tried-and-true features of the desktop 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.

Advanced diagnostics
ProSeries comes standard with over 1,000 error diagnostics so you know everything’s complete and correct, while also reducing the risk of rejection.
Financial institution download
Save time for both you and your clients by downloading 1099 and W-2 information directly from your client’s preferred financial institution or payroll provider into a tax return. Get access to more than 275 supported partners, free with your ProSeries software.
"Where do I enter?" tool
Simply describe what you're looking for to quickly find the right forms or data entry fields.
Missing client information tool
This popular tool gives you the ability to quickly spot any fields that need data, then send an email request to the client with one click.

Customize a solution that’s the right fit for your practice and pay for only what you need.

Get the right 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:

1040 Packages
Choose packaged bundles for significant savings on every individual return.

Pay-per-return
Get the flexibility to pay as you go. Choose 1040 returns, business returns or both.

Unlimited returns
Select unlimited options based on your needs for 1040, business, state, and federal returns.

See pricing and flexible packages

Maximize your productivity by including integrated add-on solutions to complete your online tax workflow.

eSignature*
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.

Pay-by-Refund*
Give your clients a simple way to pay for your 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.

Protection Plus*
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.

Training
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.

"Overall 4.75/5.0"

CPA Practice Advisor*

#1

Tax Document Automation*

CPA Practice Advisor*

ProSeries users reported needing support less often than other tax professional products*

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.”

Nayo Carter-Gray,
1st Step Accounting

I rely on software that takes out the guesswork
so I get more time back to focus on my clients' success

Or call 844-818-3676 for a fast, free consultation.