ProSeries®

File returns fast and confidently with the desktop software that is chosen by more professionals than any other.1

Call 844-877-9422 to explore options.

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Experience the #1 professional tax software chosen by more than 64,000 pros like you.1

 

 

ProSeries Overview (2:02)

Get more time back on every return with
27 timesavers built into your workflow.

 

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

Client Advisor

Generate a list of up to 73 tax planning suggestions on how your clients can help reduce their future taxes.

 
 
 
 

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

Client Advisor

Generate a list of up to 73 tax planning suggestions on how your clients can help reduce their future taxes.

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

 

Flexible options include:

 

 

Pay-per-Return

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.

 

 

Unlimited Returns

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.

 

1040 Packages

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.

 

1040 Packages

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.

 

ProSeries Choice 200

NEW! Customize a flexible package of up to 200 returns to fit the exact needs of your practice. Choose from 1040 returns, Federal and State Business returns (1120, 1120S, 1065, 1041, 990), and Gift and Estate Returns (709, 706). State returns for all available states included with each federal return.3

 

Pay-per-Return

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.

 

 

Unlimited Returns

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).

 

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 3,600 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.

"Ease of Use: 4.4/5.0"
 

Journal of Accountancy4

"Ease of Use: 4.23/5.0"
 

CPA Journal5

"ProSeries is not a backroom program where you have the client drop off their stuff or fill out a form… then have the client come back. For us, it saves a lot of time because it is interactive and we're able to complete the most returns while the client's right there. It has saved us an enormous amount of time and gives us a very efficient operation."

– 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.

 

Learn about Easy Start >

 

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.

 

View all integrations >

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.

 

See training resources >

Rely on the industry’s leading software to free up more of your time.

 

 

 

 

Call 844-877-9422 to explore options.