ProSeries Features
See how ProSeries helps you save time and deliver fast, confident service.
Accessing important data is quick and accurate.
Line-sensitive help
The “Where Do I Enter?” feature
Constant on-screen help
Keyboard shortcuts
Downloading next year's product
Tax return input guidance BASIC ONLY
Quick entry sheets PROFESSIONAL ONLY
Splitting married filing joint returns PROFESSIONAL ONLY
Managing clients has never been easier.
E-file status
Client status
Missing client data PROFESSIONAL ONLY
Intuit Link PROFESSIONAL ONLY
Client Checklist PROFESSIONAL ONLY
Client-specific billing options PROFESSIONAL ONLY
Client Presentation PROFESSIONAL ONLY
Client Advisor PROFESSIONAL ONLY
Tax Planner
Gain utilities and tools to make your day more productive.
PDF attachments for e-filed returns
Multiyear e-filing
K-1 transfer PROFESSIONAL ONLY
Password-protected PDFs by email
Task scheduler PROFESSIONAL ONLY
Client snapshot PROFESSIONAL ONLY
Integration with other applications will boost your performance.
Importing from Fixed Asset Manager PROFESSIONAL ONLY
Importing from QuickBooks, Quicken and TXF files
Downloading data from financial institutions
"The line sensitive tax help and government instructions are very helpful. Cross reference help explains where numbers come from and in many instances provides clickable links to active forms."
– Dirk A. Reschly, CPA, Escondido, CA
