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 $39.95 is paid from the client's refund with no hidden fees. Plus you can earn $10 for each funded federal transaction.2  Learn more...

Audit Assistance & ID Theft Restoration

Give clients a helping hand in the event of an IRS Audit or ID Theft.  It’s free for tax professionals and just $44.95 for your clients; clients can pay from their refund if using Pay-by-Refund. Offered by Tax Protection Plus with a 30-day money back guarantee.3  Learn more...

Quick Collect 

Also gives 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...

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.

  2. Pay-by-Refund or refund transfer program participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants will be designated to an incentive category, as determined by Intuit. Santa Barbara Tax Products Group, Refund Advantage, Republic Bank and River City Bank are participating banks. To be eligible, participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, are deemed fraudulent or are a result of identity theft are not eligible for credit under the program. Aggregate credits payment will be delivered from participating banks by May 31 of the current year. A one-time bank setup fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified at Intuit’s discretion, and program and software terms and conditions, including available features, credits, pricing and support, are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software. To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099.  You will need to provide Intuit certain information, including:  a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address.   Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled. For complete Pay-by-Refund program details, including eligibility and participation requirements, restrictions and currently available credits, see https://proconnect.intuit.com/pay-by-refund or call 800-926-3796.

  3. Audit Assistance membership may be cancelled for any reason provided that Tax Protection Plus is notified in writing at Tax Protection Plus, PO Box 24279, Winston Salem, NC 27114 or by phone (866-942-8348), within the first 30 days of tax payer’s membership. Exclusions apply.
    EXCLUSIONS: Not included or covered with Audit Assistance and Tax Reimbursement services are Non-resident federal returns; returns other than individual 1040, including corporate, partnership, trust, estate, gift, and employment returns; Returns in which the tax payer or preparer had knowledge of additional taxes owed as of the date of enrollment in the Audit Assistance program; Returns prepared with gross negligence, recklessness, intentional misrepresentation or fraud; Local returns; Returns that have become subject to IRS criminal investigations; IRS inquiries related to returns that address foreign income, flow-through entities (partnership and s-corporates as reported on Schedule K), court awards and damages, bartering income, cancelled debt, estate, and gift tax; Foreign tax credit, plug-in electric vehicle credit, residential energy efficient property credit, mortgage interest credit, credit to holders of tax credit bonds, health coverage tax credit, “Credit” for prior year minimum tax or excess Social Security tax or railroad retirement tax withheld; IRS inquiries and audits related to the Affordable Care Act. Tax reimbursement not available if Taxpayer or preparer provided incomplete, incorrect, or misleading information, or recklessly failed to include W-2, 1099, or any other taxable income on the return, or inability to provide sufficient records to support any item on the return. Tax debt audit assistance requires that Taxpayer meet all IRS guidelines for approval and pay all associated governmental fees.  Using Pay-by-Refund to pay for Tax Protection Plus' membership fee is not available in Lacerte or ProConnect Tax Online. Clients that use Pay-by-Refund and enroll in Protection Plus must pay for their TPP membership fees at the time of tax preparation.