ProSeries® New User Welcome Center

Get started with ProSeries by following these simple steps and resources.

1

Welcome to Intuit


Hello and welcome to Intuit! The New Client Services Team invites you to attend 4 important Live Webinars to get you started with Intuit ProConnect ProSeries quickly. The first thing you need to do is sign up to attend all 4 sessions. Please sign up by clicking the button on your right. 

2

Install


Start using ProSeries in minutes by downloading and installing ProSeries from our Online Product Website.

3

Convert your data

Intuit converts data from competitor products to help you get started faster.

Watch the Data Migrations Overview and What to Expect

4

Submit Electronic Filing Identification Number (EFIN)

Per PUB 3112, Intuit needs a copy of your EFIN assignment letter or a PDF copy of the IRS E-Services E-Summary page. Please submit your EFIN documentation to Intuit by clicking the 'Provide EFIN' button below and follow the instructions provided.

5

Training


Train you and your firm quickly with a comprehensive set of training videos and resources.

Important offers, pricing details, & disclaimers

PTIN authorization requires a $33 application fee + $17 online to operate the online system and provide support