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.
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.
Each year, we spend over 100,000 quality assurance hours testing our software performance so it won't slow you down.
Make a smooth transition to ProSeries with our Easy Start program. You’ll get automated data conversion, specialized customer support, personalized training and more.
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.
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.