ProSeries® Plus for Professional

 

Now included at no additional charge in all versions of ProSeries Professional.

 

Keep your tax clients happy and coming back. Intuit ProConnect ProSeries Plus is a bundle of three client-focused tools designed to help you collaborate more effectively with clients—and help show them your true value as a tax professional. 

 

CLIENT CHECKLIST

Helps you more easily collect data and tax information from clients. See below...

CLIENT PRESENTATION

Allows you to deliver a summary breakdown of your clients return. 
See below...

CLIENT ADVISOR

Provides you with tax planning recommendations to help clients lower their taxes. See below...

Also Included:  Toll-Free U.S.-Based Technical Support

Features

 

Client Checklist

 

Helps you collect data from clients easier and sooner.

Quickly communicate to your clients which tax documents and information you need from them to prepare their 1040 return. Using data from the prior year return, this highly customizable tool will create a personalized checklist for each of your clients. Then, modify based on life, work or financial changes. And, explanations tied to each item help make it very clear what you need. Once you complete it, simply print and mail, or email.

 

How Easy?

Just open a return and access Client Checklist from the Tools menu. Better yet, highlight multiple clients from Homebase and choose to Batch Print or Batch Email. You can choose to further customize or not.

 

 

Client Presentation

 

Provide clients visually appealing charts and graphs summarizing their return.

Exceed your clients' expectations by delivering them an easy-to-understand breakdown of their current tax season, compared to the prior year return. This visually appealing report with informative charts and graphs can quickly impress your clients with virtually no additional work from you.

 

How Easy?

Just change your print options in the ProSeries Print Center to print Client Presentation automatically with your return. All the data is based on the current and prior year return. Or, access separately within Tools for fully customizable features.

 

 

Client Advisor

 

Advise your clients how they can lower their taxes with a personalized tax planning list.

With this second report delivered with Client Presentation, your clients will understand what changes they can make to reduce their tax liability. Based on data in your client's 1040, Client Advisor will generate a list of recommendations — out of 71 possible scenarios — from reducing Federal withholdings to increasing 401k contributions to switching to tax-exempt or tax deferred investments.

 

How Easy?

It prints automatically with Client Presentation. Just change your print options in the ProSeries Print Center to print Client Presentation automatically with your return. All the data is based on the current year return. Or, access separately within Tools.

 

The tools in ProSeries Plus are included at no additional charge as part of your ProSeries Professional license.