Unleash the power of Intuit ProSeries Tax with enhanced features and new tax preparation capabilities.
Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference.
Get the most out of tax season with tax software built to keep you going strong.
Start working online as if nothing has changed
End-to-end automation packs data from all tax years in your current ProSeries environment, transfers it, and unpacks it to its respective online folders.
Batch eSignature requests
Request electronic signatures on documents from 2 to 200 clients and set reminders for them all at once. Don’t have eSignature yet? Learn more here.
Financial institution download (FIDO) enhancements
We’ve updated your authentication method so that now you can download your clients’ financial data directly from all supported banks.
QuickBooks Online Accountant Import
Import tax line values from a QuickBooks Online company into a ProSeries tax return. Now, you can transfer current-year TurboTax individual 1040 returns to current-year ProSeries returns using the same tool you've used for other TurboTax returns.
Tax scan and import ($)
Quickly and reliably import data into your return with just a few clicks. The form reviewer tool allows you to check and edit data before importing.
Intuit Link
Gather client tax documents securely, cut down on data entry with smart integrations, and make the whole process much simpler for your clients. For tax year 2023, we’ve improved efficiency with new enhancements to your virtual organizer.
Document management ($)
Choose between SmartVault® or Document Management System (DMS) to go paperless and easily store and share almost any type of document.
Don’t stress yourself out. Gear up for tax season with My Account.
As you prepare for another successful tax season, we wanted to remind you of all the ways that My Account can help you be even more efficient. You can:
- Verify that your account information is correct.
- Manage your EFIN or get one if you don’t have one yet.
- Add or change users or their permissions.
- Add integrations to boost your productivity, like Hosting for ProSeries, Intuit eSignature, or Pay-by-Refund.*
- Access your personalized training portal.
- Manage your payment options.
*Auto-renewed orders are processed at the discounted rate during the time of enrollment.
IMPORTANT UPDATE
Be proactive. Get your computer set up correctly for a smooth installation.
Spend less time waiting to access your new software, and download ProSeries 2023 within minutes. Plus, get all the information you need about ProSeries' system requirements to get ready early.
Important news: Microsoft has ended support for Windows 8.1 and Server 2012, so the ProSeries 2023 software will no longer support those versions. Your security is our highest priority, so we encourage you to upgrade to newer versions of these platforms.
Elevate your firm with integrated tools to maximize productivity.
Access the power of Hosting for ProSeries*
Use the software you love, now online with enterprise-level security, automated backups and updates, and fully remote capabilities. Work from anywhere, at any time, on any device, so you can hire top talent no matter where they are, and keep growing your firm.
- Expedite the installation process and eliminate the need to download and install using traditional methods.
- Get an improved onboarding experience to get your firm up and running in just days.
- Plus, EasyACCT is now supported in the hosting environment.
Get the improved eSignature experience
(Get started with 5 free folders)*
Request signatures with quick clicks and track their status on one simple dashboard.
- Collect eSignatures on any form or document.
- Enhance security with identity authentication options.
- Track client progress with eight eSignature statuses.
Protect your clients with firm-level Protection Plus
Demonstrate that your services go beyond typical tax return preparation, and defend your clients from tax notices, audits, and identity theft with Protection Plus.
- Receive access to a bilingual team of expert CPA and EA case resolution specialists.
- Get 24/7 access to identity theft restoration advocates who’ll help your clients restore stolen identities and remediate refund fraudulent claims.
Discover the convenience of Pay-by-Refund
Give your clients a simple way to pay for your tax preparation without worrying about any upfront, out-of-pocket costs.
- Sign up easily right from your ProSeries software or My Account.
- Get flexible disbursement options by choosing between two participating bank partners.
- Help ease clients' minds with automatic enrollment in identity-theft protection and restoration services.*
Get in touch. Our team is always here to help provide one-on-one and self-serve assistance.
Intelligent voice assistant
Your time matters. Get what you need faster with this listening tool that directs you to self-serve solutions so you don't have to stay on hold to talk to an agent.
Tool hub application
Quickly resolve common system issues and errors, so you can get back to serving your clients with this tool.
Get support on your schedule
Save time by scheduling an appointment, requesting a callback, or getting in line without having to leave ProSeries.
Training: Keeping you up to date
Live and pre-recorded webinars
Attend live and watch pre-recorded webinars on topics that matter most to you, at times that work best with your schedule. More than 30,000 pros signed up for webinars last year, and new sessions, like tax law, ethics, and product courses, are continually added.
Personalized training portal
Access bite-sized training modules with content that’s recommended just for you.
