Your path to a streamlined experience starts
with four key features.
Automated Data Conversion
Convert previous tax year data from your current tax preparation software including taxpayer personal information, names
of interest, important carryover amounts and more.
Personalized New Customer Support
Get expert help from our ProSeries specialists. Whether you need tax or system support, our agents are trained in the most advanced topics to help you without transferring your call.
Personalized Training Portal
Access learning modules, view suggested content that’s relevant to you, join valuable webinars or sign up for ProSeries live training events in your area — all free within your personal online portal.
Get the exact instructions you need, when you need them. You will receive personalized, step-by-step emails and a webpage checklist to speed you through installation, data conversion, EFIN verification and more.
Make your first year with ProSeries even easier
with these additional resources.
Avoid any delays and ensure the tax process goes smoothly for clients by getting your professional identification numbers early.
Tax Planning Calendar
Stay in the know on all important tax dates and bookmark them to your personal calendar with our interactive tax planner.
Easy Start is here to make your first year your best yet.
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