Obtén software gratis con nuestro programa Pago-por-Reembolso.

Call 844-824-7165 to explore offers. Or claim your trial version of ProSeries free.

Puedes ahorrar en grande con la poderosa combinación de ProSeries + Pago-por-reembolso.*

~~MSRP $7,307~~^*

ProSeries software

Get ProSeries, the #1 professional tax software,^* at no cost when you qualify and use Pay-by-Refund, our refund transfer program.

You can get ProSeries for free through the Pay-by-Refund program if you do at least 50 returns with refund transfers.

$20

Incentive

Earn $20 for every qualified federal Pay-by-Refund filed.^* There’s no limit to your first-year earning potential.

Ayuda a que tus clientes estén tranquilos gracias a la protección de robo de identidad incluida en el pago-por-reembolso.

Now your clients can have the convenience of Pay-by-Refund, coupled with strong identity-theft protection and restoration—all designed to bring more peace of mind. Once your clients opt for Pay-by-Refund, they'll automatically be enrolled for these comprehensive services by IDnotify, a part of Experian:

Identity restoration

This includes full support in the event that a return is fraudulently filed in your client’s name.

Identity theft insurance

Your clients are covered up to $1 million in insurance to replace stolen funds linked to unauthorized electronic transfers, lost wages, and more.

Dedicated fraud resolution support

Certified identity risk-management specialists are available to your clients by phone 24 hours a day, 7 days a week, 365 days a year, easily accessible with a toll-free number. Bilingual support is also available.

¿Por qué debo usar ProSeries para mis transferencias de reembolso y mi software?

It's easy for your clients.

Worry-free payment

Your clients pay your tax prep fee directly from their refund. So they won't have to worry about coming back to pay you later.

No upfront cost

Your clients can start their taxes right away without paying anything out-of-pocket. The $59.90 fee for Pay-by-Refund with identity-theft protection will be drawn from their refund, along with your tax preparation fees.

Flexible disbursement

Your clients can choose what's easiest for them: direct deposit, check, or prepaid bank card.

It's easy for you.

Easy sign-up

You can enroll for Pay-by-Refund right from your software.

Worry-free payment

Your tax prep fee is paid directly from your clients’ refunds and deposited into your account.

Quick setup

Once you’re enrolled, it takes just a few minutes to arrange payment via Pay-by-Refund for a client.

Live support

Customer support is available via phone if you need it.

Here's how Pay-by-Refund works.

Select your bank

Intuit partners with three banks to process and distribute your clients’ refunds.

File returns

File normally and complete the integrated Pay-by-Refund form that’s already in your software.

Processing

The IRS will deposit refunds into a temporary account set up by the bank partner you chose.

Disbursement

The bank handles distributing funds according to your Pay-by-Refund instructions.

Your clients who take advantage of Pay-by-Refund will be enrolled automatically in the identity-theft protection program. There's nothing extra for you to do. It's all included.

Fill out the information below to receive your personalized quote and reserve your free trial version of the software.

Or call 844-824-7165

Make the switch to ProSeries and Pay-by-Refund

#1 professional tax software*
Receive $20 for every funded federal
Pay-by-Refund*
Make payment easy—for your clients and for you
Help ease your clients' minds with identity theft protection and restoration included with Pay-by-Refund

Thank you

A QuickBooks expert will be in touch with you shortly.

- 1. Pay-by-Refund or refund transfer program (“Program”) participation available to eligible ProSeries and Lacerte customers for a limited time only. Program participants (will be designated to an incentive category as determined by Intuit and), depending on the software used, may earn a $20 credit or other incentive for every qualified federal funded Pay-by-Refund transaction as outlined in the table below (excluding Quick Collect transaction) that is filed from January 1st through the 1040 tax filing deadline of the then-current Tax Year through either of the following banks: Santa Barbara Tax Products Group, Refund Advantage, or River City Bank (each a “Participating Bank”). To be eligible participants must adopt industry refund transfer best practice principles by charging customary and reasonable processing fees, and federal returns must be transmitted to the IRS using a single account and EFIN. Federal returns that are rejected by the IRS, or deemed fraudulent, or a result of identity theft are not eligible for credit under the Program. If software and a user are eligible for credits, aggregate credits payment will be delivered from Participating Banks by May 31st of the current year. A $59.90 one-time bank set up fee applies to each federal Pay-by-Refund transaction. Additional fees apply to state Pay-by-Refund filings. Offer may be terminated or modified in Intuit’s discretion and Program and software terms and conditions, including available features, credits, pricing, and support are subject to change without notice. You must meet certain minimum funded Pay-by-Refund transaction thresholds in order to be eligible to qualify for free or discounted software.
    
    New customers may be eligible to receive free ProSeries software by meeting the following eligibility requirements per licensed copy of ProSeries software using single EFIN:
    - Must show initial proof of minimum of 50 federal funded refund transfers transactions in the prior Tax Year.
    - Must complete minimum of 50 federal funded Pay-by-Refund transactions through Participating Banks by the 1040 tax filing deadline each tax year covered under the Term of the agreement.
    - Must file the first federal Pay-by-Refund transaction within the 1st week of e-File each year of the Term.
    - Free software will be upgrade equivalent of the original software version purchased via the initial order Quote.
    New customers may be eligible for ProSeries Pay-by-Refund software offers by meeting the following requirements:
    - Must show initial proof of minimum of 20 federal funded Pay-by-Refund transactions in the prior Tax Year.
    - Must complete minimum of 20 federal funded Pay-by-Refund transactions through Participating Banks by the 1040 tax filing deadline each tax year covered under the Term of the agreement.
    To be eligible to receive any incentive compensation under this Program, the IRS requires Intuit to prepare a 1099. You will need to provide Intuit certain information, including: a) Tax Identification Number or Social Security Number, and b). Firm name, primary contact, address, phone number, and email address. Failure to provide any of this information may result in your incentive payment being withheld, delayed or cancelled.
    
    Cash Advance is not offered through the Pay-by-Refund Program.
  2. The #1 professional tax software claim based on based on pro tax software share volume as of August 2018.
  3. Money-back guarantee: If you (a) are not satisfied with the software for any reason and (b) are a new customer with respect to that software, in order to receive a refund, you must contact Intuit Customer Service at 800-374-7317 to obtain a return merchandise authorization and return the software via the U.S. Post Office within 30 days of receipt to Intuit Returns, P.O. Box 190004, Greenville, SC 29390-9004. Returns made by means other than the U.S. Post Office may be returned to Intuit Inc. Returns Department, 110 Hidden Lake Circle, Duncan, SC 29334. Any such refund shall be equal to the software license fee paid for the returned software, minus service and delivery fees.