Connect the desktop tax software you know and love to the cloud with enterprise-level security, minimal IT work, and the expert support from Intuit and Right Networks. Get anytime, anywhere multiuser access on any device, so your staff can work from the same data without interruption.
Collaborate with staff and clients
Hosting for ProSeries
Get documents reviewed and signed securely in a matter of hours, not days, from any device with eSignature. Your eSignature powered by DocuSign is IRS-compliant and you’ll save on paper, ink, and postage costs by collecting signatures electronically.
Give your clients an easier way to pay for tax preparation fees that’s also easier for you to collect. Take advantage of Intuit’s refund transfer program, now with identity-theft protection included. Simply sign up through your preferred professional tax software and invite your clients. It’s that easy.
Manage documents with ease
Collect and share data fast
Make it easy for your clients to deliver their tax data to you in a timely, personalized, and organized way.
Client Organizer (Professional only)
Data transfer helps you reduce time-consuming data entry and reduce the risk of errors. Get the information you'll need to prepare virtually any client return.
Network Sharing (Professional Only)
Allow everyone in your tax practice the ability to conveniently share and synchronize client files from one common location.
Fixed Asset Manager (Professional only)
Easily track assets and calculate your clients' depreciation automatically.
Tax Scan and Import
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Give your clients the option to pay out of their refund. Tax professionals pay the flat $15 fee per transaction. Free for your clients.
Run an efficient practice
Make a great impression on clients with envelopes and folders, specially designed for you.
Protection Plus (formerly Audit Assistance)
Have a team of CPAs and EAs on your side in case your clients receive a notice, get audited or are victims of identity theft. Save time and frustration, differentiate your firm and enjoy peace of mind by covering your 1040 returns.