Basic 20 features
- Twenty (20) federal 1040 returns.
- Twenty (20) individual state returns (in one state).
- Free e-filing.
- Guided workflow starting from the general information you need to collect from your clients to other categories like income, deductions, credits, etc. so you can input easily and identify the forms needed.
- Easy-to-use HomeBase where you can see all your clients’ statuses in one screen.
- Includes a checklist of what you may need to enter that takes you directly to the forms you need.
- Intuit Link client portal to get your client information in an organized and convenient way.
- Download financial data directly from financial institutions (current tax year only).
- Pay-per-return pricing for additional federal 1040, state 1040 and business returns.
- Pay-per-return access for previous tax year.
Not sure if a Professional or Basic package is right for you? Compare screens side by side.
Every package includes
Money-back guarantee
We guarantee that you’ll be satisfied with your transition. If you’re not comfortable with your tax season readiness within 30 days of receiving your product, we’ll refund your money.*
Easy Start New Customer Program
Start your first year with ProSeries on the right track
with exclusive, step-by-step support.
Automated Data Conversion
Convert previous tax year data from your current tax preparation software, including taxpayer personal information, names of interest, important carryover amounts and more.
New Customer Support
Get expert help from our ProSeries specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.
Personalized Training Portal
Access learning modules, view suggested content that’s relevant to you, attend valuable webinars or sign up for ProSeries live training events in your area — all free within your online portal.
Success Guide
Get the exact instructions you need, when you need them. You’ll receive personalized, step-by-step emails and a checklist to help you speed through installation, data conversion, EFIN verification and more.