Get more time back on every return with
27 timesavers built into your workflow.
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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
Where Do I Enter?
Simply describe what you're looking for to quickly find the right forms or data entry fields.
Customize a solution that’s the right fit for your practice and pay for only what you need.
Flexible options include:
All the forms, schedules and diagnostics
for your filing needs.
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 3,700 forms and schedules included in ProSeries, you have everything you need at your disposal to make a difference for your clients.
Rest Assured
Each year, we spend over 100,000 quality assurance hours testing our software performance so it won't slow you down.
Trust is earned. Success is shared.
See what pros like you and industry analysts are saying about ProSeries.
Being forms-based makes it really easy. I can see where everything's going. If I have a problem, I just go back to the 1040 form and see what's happening. It makes it really easy for me."
Jason Safa, Accurate Financial Services, CA
Winner for Best Tax Document Automation, Other Workflow Tools and Fixed Asset Management
Finalist for Best Federal and
State Income Tax Compliance,
Document Management
and Document Storage
Ensure success from day one.
Make a smooth transition to ProSeries with our Easy Start program. You’ll get automated data conversion, specialized customer support, personalized training and more.
Create more value with integrated tools.
Give your clients options to Pay-by-Refund or use compliant eSignature. And offer year-round advice to reduce their liability with our Tax Planner and tax reform resources.
Stay sharp with quick training.
Access free webinars, videos, workshops and other resources to improve your software proficiency and keep you updated on the topics that matter most to you.
Rely on the industry’s leading software to free up more of your time.
Call 844-818-3676 to explore options.