Offer terms
Product information
Trial information: The ProSeries evaluation includes ProSeries tax software for tax year 2021. The evaluation software will not e-file or print. Otherwise, it is fully functional. One copy per practice. New customers only.
Workflow tool information: Subscription for package or per-user basis required for add-on services. Account may be automatically charged until you cancel. Sales tax may be applied where applicable. Additional terms, conditions, and limitations apply, and persistent internet connection, supported browser, or mobile device and supported operating system required. See all Workflow tools at https://proconnect.intuit.com/workflow-tools/.
Hosting for ProSeries: Hosting for ProSeries is a monthly subscription. Additional terms, conditions, limitations, and fees may apply. Each month, your account will be automatically charged the agreed-upon price unless and until you cancel. Cancel your subscription at any time by calling customer service. Hosting for Lacerte and ProSeries is powered by Right Networks. Contact Right Networks to contract additional third-party software. Hosting services are offered for Intuit ProSeries Professional packages only and are not available for ProSeries Basic packages. If you purchase Hosting for Intuit ProSeries, a separate ProSeries Network License is required for accounts with more than 1 user. Information about minimum technical requirements and system requirements can be found at https://helpdesk.rightnetworks.com/en-us/s/article/System-Requirements. For more information about Hosting for Desktop, please visit https://proconnect.intuit.com/desktop-hosting/.
eSignature: eSignature is to be used at the preparer’s discretion. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns.
Pay-by-Refund: Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries customers for a limited time only. For additional terms, conditions, and eligibility requirements, visit https://proconnect.intuit.com/pay-by-refund/.
Protection Plus: Protection Plus is subject to the Protection Plus Firm-Level Membership Agreement and limitations. Protection Plus is a registered trademark of Tax Protection Plus, LLC.
CPE/CE credit information: CPE/CE credits available only for live webinars.
Claims
Ease-of-use claim information: ProSeries Professional customers rank "ease of use" as the number-one "best-in-class benefit" that it offers, ranked among the top two benefits associated by ProSeries customers, based on an internal survey of Intuit ProSeries Tax for tax year 2020 customers, concluded in Sept. 2021.
4.75 out of 5 star rating information: CPA Practice Advisor gave ProSeries 4.75 out of 5 stars in a June 2020 review of the 2019 product: https://www.cpapracticeadvisor.com/reviews/review/21140107/2020-review-of-intuit-proseries-tax
#1 tax document automation information: This award in the Tax Document Automation category was presented to Intuit Tax Import for Lacerte and ProSeries for tax year 2020 in the CPA Practice Advisor Readers’ Choice Awards 2021:
https://www.cpapracticeadvisor.com/accounting-audit/article/21215751/2021-readers-choice-awards-the-tech-getting-us-through-the-pandemic
Time-savings claim information: Based on an internal survey of Intuit ProSeries Tax for tax year 2020 customers, concluded in Sept. 2021, in comparison to their previous method for preparing returns. On average, ProSeries Professional customers saved 43 minutes on a complex return and 29 minutes on a simple return.
Certain forms and features may not be available for each product. ProSeries service offers and features subject to change without notice. To learn more about the available features, add-on services, and current pricing for ProSeries packages, please visit https://proconnect.intuit.com/proseries.
Terms, conditions, features, availability, pricing, fees, service and support options are subject to change without notice.
