ProSeries® makes it easy to get started

 

These valuable resources will make the switch to ProSeries easy and provide you with the information you need to better serve your clients.

 

Refer a Friend

Tell your friends about ProSeries and you could receive a $250 Amazon gift card1,
PLUS your friend could receive an Amazon gift card up to $50!

NEW USER WELCOME CENTER

Learn how to get started with these simple steps and additional resources for new Intuit ProConnect ProSeries customers. Learn more...

TRAINING

Experience a learning path specifically designed for tax preparers who are new to ProSeries. Learn more...

DATA CONVERSION

The Data Conversion process will move selected items from your current tax preparation software to your new ProSeries software. Learn more...

EFIN / PTIN REGISTRATION

What professional tax preparers need to know about EFIN and PTIN registration. Learn more...

TAX PLANNING CALENDAR
An interactive calendar with key dates that every tax professional needs. Bookmark the calendar for reference or download the dates to your personal calendar. 

START YOUR OWN TAX PRACTICE

Thinking about starting your own professional tax practice? Learn about the steps necessary to becoming a solo practitioner or starting a larger practice.

HELPFUL TIPS

Discover helpful tips, resources, and content with our series of articles on the latest and greatest topics from accountants and professional tax preparers like you. Learn more...

SWITCH FROM TURBOTAX

Currently using TurboTax as your professional tax software solution? Learn how getting started with ProSeries is as easy as 1, 2, 3, 4. Learn more...

AFFORDABLE CARE ACT

The Affordable Care Act (Obamacare) affects tax payers and professionals. Stay up-to-date on the latest to keep your clients informed. Learn more...

 

 

 

"The feature that I love in this program is that it is almost impossible to submit returns with errors. The system takes you right to fields that are missing or incomplete information"

 

Philippe Medor | October 7, 20152

Important offers, pricing details, & disclaimers
  1. Refer by 4/15/2017. Must be active ProConnect customer 18+ US/DC to refer. See http://tags.extole.com/c/clients/22216/brand/pc_terms.html for complete terms. Not sponsored or endorsed by, or affiliated with Amazon.com.
  2. Testimonials represent the individual experiences of these customers. Intuit does not represent that results are typical or that the experiences will apply to all customers since each tax preparer is unique.