ProSeries® Add-Ons

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

Clients can enjoy the convenience of paying tax prep fees out of their refund, and you get paid fast.  Earn $10 for each funded federal transaction. Learn more...

Audit Assistance & ID Theft Restoration

Give clients a helping hand in the event of an IRS Audit or ID Theft. Learn more...

Quick Collect 

Gives your clients the option to pay you out of their refund. They'll get their refund fast and you can rest easy knowing you will get paid at the same time they get their refund. Learn more...

ProSeries Plus PROFESSIONAL ONLY

Included with Intuit ProConnect ProSeries Professional, three client-focused tools designed to help you collaborate more effectively with clients. Learn more...

Presentation Products

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

Save Time Entering, Collecting and Sharing Data

 

eSignature PROFESSIONAL ONLY

Collect client signatures electronically the IRS approved way for Form 8879 while saving time for you and your clients. Learn more...

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. Learn more...

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.

Learn more...

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

4.3/5 stars   
4.6 of 5 – Read All Reviews >

Important offers, pricing details, & disclaimers
  1. Testimonials represent the individual experiences of these customers. Intuit does not represent that results are typical or that the experiences will apply to all customers since each tax preparer is unique.