ProSeries® Integrations

Extend the functionality of your ProSeries software with these time-saving tools and you'll have the power to get more done across your entire workflow.

 

 

Grow Your Practice and Make More Money

 

Pay-by-Refund

Many clients don't want to worry about paying their tax prep fee. And most tax professionals don't want to worry about collections. Pay-by-Refund makes it easy for clients to pay you, and easy for you to collect. Free for you to enroll. A flat $49.95 is paid from the client's refund with no hidden fees. Plus you can earn $10 for each funded federal transaction.1  
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Presentation Products

Make your finished returns look more professional with ProSeries Supplies. Learn more

 

 

 

Quick Collect 

Give your clients the option to pay out of their refund. Tax professionals pay the flat $15 fee per transaction. Free for your clients. Learn more

 

 

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844-591-8070

Save Time Entering, Collecting and Sharing Data

 

eSignature

Collect client signatures electronically the IRS approved way for Form 8879 while saving time for you and your clients.
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Financial Institution Downloads

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing. Learn more

 

 

Intuit Link PROFESSIONAL ONLY

Link is a portal that makes it easy for your clients to deliver their tax data to you in a timely and organized way. 
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Client Organizer PROFESSIONAL ONLY

Data transfer helps you reduce time-consuming data entry and reduce the risk of errors. Get the information you'll need to prepare virtually any client return. Learn more

 

 

Network Sharing PROFESSIONAL ONLY

Allow everyone in your tax practice the ability to conveniently share and synchronize client files from one common location. Learn more

 

 

Fixed Asset Manager PROFESSIONAL ONLY

Easily track assets and calculate your clients' depreciation automatically. Learn more

 

 

 

Tax Scan and Import PROFESSIONAL ONLY

Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.  Learn more

 

 

Better Document Handling

 

Quick Employer Forms Accountant

Generate your clients' payroll forms quickly with our web-based application accessible directly from ProSeries.

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SmartVault and Document Management System (DMS)

Choice of online document storage (with file sharing solution) or local storage, built for accountants. Learn more

 

 

"ProSeries provides a full range of tax capabilities so that we can do any kind of return that is required."

 

Richard Smith Jr, Quality Tax & Financial Services, Inc.1

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