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.
Personalized 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, join valuable webinars or sign up for ProSeries live training events in your area — all free within your personal online portal.