ProSeries Overview (2:02)
Missing Client Information Tool
Avoid the hassle of tracking down client data. Quickly pinpoint input fields that are missing information, and then send an email to request to the client with a click.
K-1 Data Import
Automatically transfer data to individual returns. On average, ProSeries users save more than 12 minutes per return when using the K-1 Transfer feature.2
Generate a list of up to 73 tax planning suggestions on how your clients can help reduce their future taxes.
Choose packaged bundles for significant savings on every individual return. Select bundles of 50, or opt for an unlimited 1040 package. If your services typically don't include business returns, then you'll find the right fit among our 1040 options.
Get the flexibility to pay as you go. Choose 1040 returns, business returns or both. This option could be an ideal fit if you have a limited number of returns or you're just starting a new practice.
Customize a package with some of our most popular options, including unlimited 1040 returns, unlimited Individual returns for all states, unlimited Federal and State Business returns (1120, 1120S, 1065, 1041, 990) and unlimited Gift and State Returns (709, 706).
File with Confidence
ProSeries contains over 1,000 error-checking diagnostics built right into the software, so you know you're filing right the first time.
Easily Manage Clients
Solutions like e-file announcements and Client Status help you track the progress of returns, manage e-filed returns, and more.
Serve More Clients’ Needs
With 3,600 forms and schedules included in ProSeries, you have everything you need at your disposal to make a difference for your clients.
Each year, we spend over 100,000 quality assurance hours testing our software performance so it won't slow you down.
See what pros like you and industry analysts are saying about ProSeries.
– LEONARD COLE - TAX TEAM PROFESSIONALS, AGUANGA, CA
Make a smooth transition
with support at every step.
Get the benefit of our free Easy Start program the moment you join the ProSeries family. Easy Start is one of the industry's only programs focused on a hassle-free transition and first-year success. You’ll get automated data conversion, personalized support from ProSeries specialists, a personalized training portal, step-by-step emails and checklists, and more.
Simplify your work with integrated tools.
Access integrated features within ProSeries, including:
Pay-by-Refund – Streamline your receivables and offer clients the convenience of zero upfront, out-of-pocket costs.
eSignature – Send documents to clients for review and request signatures in a single step, with e-file compliance.
Tax Reform and Tax Planner – Offer year-round custom tax planning and advice on tax reform changes to help reduce client tax liability.
Stay at the top of your game with quick training.
Get tips and insights to make the most out of your software and make an even more meaningful difference in your clients’ lives. Access free webinars, videos, training workshops and other resources that quickly get you up to speed on the topics that matter most to you.