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
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...
Save Time Entering, Collecting and Sharing Data
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...
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
- Offer only available to valid license holders of Intuit's ProSeries or Lacerte products. The following conditions must be satisfied to receive $15 from Intuit: (1) successfully register with American Express via ProSeries or Lacerte to offer American Express Serve®, (2) obtain the client's acceptance of the American Express Serve Card ('Card') terms and conditions and consent to submit the card registration, (3) registration must be initiated via ProSeries or Lacerte and approved by American Express on or before May 15, 2017 and (4) a Direct Deposit of tax refunds totaling $15 or more must be made to the new Card. Joint filers are considered a single client for purposes of the offer and no more than $15 will be paid where joint filers ar involved. No payment shall be made for rejected card registrations or tax filings. Limit of $15 in total incentives per Card. Refunds deposited to existing Cards or any other American Express prepaid product are not eligible. Intuit reserves the right to recoup amounts paid (or may elect to withhold future payments) where fraud or other illegal activity is suspected. Payment provided by Intuit and will be made prior to December 31, 2017. Offer subject to change or cancellation at any time without notice.
- 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.