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.

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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. ID Protection for your clients is also bundled with Pay-by-Refund. Plus you can earn $10 for each funded federal transaction.¹

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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.

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Presentation Products

Make your finished returns look more professional with ProSeries Supplies.

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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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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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Network Sharing
Professional Only

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

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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.

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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.

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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.

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Fixed Asset Manager
Professional Only

Easily track assets and calculate your clients' depreciation automatically.

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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.

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"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.