ProSeries Features
See all 27 ways that ProSeries saves you time and helps you service your clients fast and confidently.
Accessing Important Data is Fast, Painless and Accurate
Line Sensitive Help
Trace the source of field data, or use it to understand what information you should include in a particular field. Learn more...
Using the Where Do I Enter Feature
Use ‘Where Do I Enter?’ in the Federal 1040, 1065, 1120 and 1120S products to find the appropriate form and field when you’re not sure where to enter certain data in a return. Learn more...
Constant On-Screen Help
The ProSeries program has many ways for you to get help and support while working in returns. Learn More...
Keyboard Shortcuts
Use keyboard shortcuts to move around quickly in the software. Learn more...
Download Next Year's Product
Use this year's ProSeries to automatically download next year's product.
Quick Entry Sheets PROFESSIONAL ONLY
Use Quick Entry Sheets to enter data faster with less scrolling on many forms such as Schedule D and K-1s. Easily toggle between Quick Entry mode and forms entry mode using Ctrl + M. Learn more...
Split Married Filing Joint Returns PROFESSIONAL ONLY
Use the Split Joint Return feature to split a Married Filing Joint Individual return into two separate Married Filing Separate returns for the taxpayer and spouse, without calculating by hand, preparing multiple returns, or changing the original return. Learn more...
Managing Clients has Never Been Easier
Managing E-File Status
View, track the status, and manage E-Filed returns. Learn more...
Client Status
Review and keep track of the progress and status of a client return. You can use this worksheet as a planning tool, as a status report, or as a checklist for events completed. Learn more...
Missing Client Data PROFESSIONAL ONLY
Keep track of all of the missing client data in a return. Then, track the status, email the client a request, and quickly link back to the field location as you receive updates on the missing data. Learn more...
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, personalized, and organized way. Learn more...
Client Checklist PROFESSIONAL ONLY
Create a list of items needed for this year's return, based on last year's return. Also, an encrypted version of the list can be emailed. Learn more...
Client Specific Billing Options PROFESSIONAL ONLY
Set up client specific billing options using different billing methods (flat fees, hourly fees or charges per form). Also includes a billing clock and editable invoice. Learn More...
Visually Appealing Client Presentation PROFESSIONAL ONLY
Provide your clients with visually appealing charts and graphs on bottom line, income and deductions, and comparisons with prior years. Learn more...
Client Advisor (71 Planning Suggestions) PROFESSIONAL ONLY
Generate a list of up to 71 tax planning suggestions on how your clients can help reduce their future taxes. Learn more...
Tax Planner PROFESSIONAL ONLY
Estimate tax payments, witholdings, income expenses, etc, over a number of future years for 1040 returns. Learn more...
Utilities and Tools to Make Your Day More Productive
In-Product Chat
Accessible from the ProSeries Toolbar and Help menu, allows for quick answers without having to leave the return or call in to Support so you can get help even while working with a client.
PDF Attachments to E-file
Attach PDFs to Federal and State E-filed returns. Learn more...
Multi-Year E-file
E-File returns for the current year as well as prior years (2-years back) for all Federal and state returns supported for electronic filing providing that the IRS and state tax agencies continue to accept electronic returns for those years.
K1 Transfer PROFESSIONAL ONLY
Import information from the Schedule(s) K-1 in a ProSeries 1065, 1120S or 1041 client file to Schedule K-1 worksheet(s) in a client’s Form 1040 return. Learn more...
Email Password Protected PDFs from within ProSeries
Email password-protected client returns directly from within ProSeries.
ProSeries Professional
ProSeries Basic
Task Scheduler PROFESSIONAL ONLY
Set up your ProSeries software to automatically download updates to the software for any program and forms changes, as well as e-File acknowledgements and tax alerts. Learn more...
Client Snapshot PROFESSIONAL ONLY
Quickly access and review summary information on the client return. Learn more...
Performance and Integration with Existing Applications
Fixed Asset Manager Import PROFESSIONAL ONLY
Import assets into the different activities in ProSeries, such as Schedule C, Schedule E, etc. directly from ProSeries FAM.
Import from QuickBooks, Quicken and TXF PROFESSIONAL ONLY
Import financial data directly to ProSeries from key resources, including QuickBooks, Quicken and TXF (Tax Exchange Format). Learn more...
Financial Institution Download
Download your client's 1099-B, 1099-INT and 1099-DIV data directly from participating financial institutions by way of a website that is easy for you and your clients to use and access. This is fully integrated and included with ProSeries. Learn more...
"The feature that I love in this program is that it is almost impossible to submit returns with errors. The system takes you right to fields that are missing or incomplete information."
– PHILIPPE MEDOR, MP GLOBAL TAX SERVICES, BRANDON, FL1
4.6 of 5 – Read All Reviews >