ProSeries Integrations

Make your tax workflow easier and more efficient with smart solutions that simplify document collection and storage, signatures, payments, and more.

Collaborate with staff and clients

Hosting for ProSeries

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.

Take my tax software to the cloud

eSignature

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.

Collect signatures digitally

Pay-by-Refund

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.

Offer refund transfers

Manage documents with ease

SmartVault

Store documents securely in the cloud, so you can access them whenever, wherever you want.

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Document Management System (DMS)

Scan and store tax documents and returns safely on your local hard drive.

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Quick Employer Forms Accountant

Generate your clients' payroll forms quickly with our web-based application accessible directly from Intuit ProSeries Tax.

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Collect and share data fast

Intuit Link

Make it easy for your clients to deliver their tax data to you in a timely, personalized, and organized way.

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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.

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Network Sharing
Professional only

Allow everyone in your tax practice the ability to conveniently share and synchronize client files from one common location.

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Fixed Asset Manager
Professional only

Easily track assets and calculate your clients' depreciation automatically.

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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.

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Quick Collect

Give your clients the option to pay out of their refund. Tax professionals pay the flat $15 fee per transaction. Free for your clients.

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Run an efficient practice

Presentation products

Make a great impression on clients with envelopes and folders, specially designed for you.

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Audit Assistance

Should fraud occur or an audit be triggered, get your clients the support they need—in English or Spanish—and identity theft restoration.

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ProSeries is delightful for me to work in because it allows me to be efficient, allows me to enjoy tax season, and allows me to make money."

Charles Burch, The Burch Financial Group, TX

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