Success at every step.

We're here to make sure
your first year is your best yet.

Call Sales

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.

Import data



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.

Contact support



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.

Go to training



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.




Easy Start is here to make your first year your best yet.

Call 844-818-3676
to explore options.