Success at every step.
We're here to make sure your
first year is your best yet.
Success at every step.
Start your first year with ProSeries on
the right track with exclusive,
step-by-step support.
Success at every step.
We're here to make sure your
first year is your best yet.
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.
Success Guide
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.
