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Intuit® Accountants News

What’s New in ProSeries® 2016

October 14, 2016 (Last Modified: June 5, 2018) / Gin Goodman / Rene Cortez, CPA
What’s New in ProSeries® 2016Intuit® ProConnect™ ProSeries® has added new features to the 2016 release. ProSeries has simplified the process of attaching PDFs to a return and selecting federal and states products for e-file. In addition, ProSeries has increased security by masking sensitive information...

Full Story

Practice Management, Workflow tools

5 Technologies to Adopt in Extension Season

August 29, 2016 (Last Modified: September 2, 2016) / Jim Buffington, CPA
5 Technologies to Adopt in Extension SeasonExtension season is the ideal time of year to test new technologies, and decide if they warrant incorporating into your workflow before the next busy season rolls around. Based on customer feedback telling us these solutions save time and make...

Full Story

Practice Management

Making More Money Doesn’t Have to Cost More Money

July 28, 2016 (Last Modified: October 19, 2017) / Christiane Hile
Making More Money Doesn’t Have to Cost More MoneyThe old adage says, “It takes money to make money.” Well, we disagree. We’ve compiled a list of tips to help you increase your income at zero cost to you. When it comes to adding income to your bottom line, you...

Full Story

Practice Management

Tips and Tricks: Organize With ProSeries

March 3, 2016 (Last Modified: October 19, 2017) / Melanie Milton
Tips and Tricks: Organize With ProSeriesDuring those late nights of transmitting, do you find yourself promising to get better organized next year? ProSeries® Professional provides features that will help you get through the busiest time of the year. Below are just some examples of ProSeries...

Full Story

Grow your practice, Practice Management

Pay-by-Refund: Good for You and Good for Your Clients

February 10, 2016 (Last Modified: July 28, 2016) / Steve Bieber
Pay-by-Refund: Good for You and Good for Your ClientsMeet Victor Acevedo, an Intuit ProSeries® customer and savvy tax professional. Victor and his wife have grown their business from the ground up in the competitive New York environment, and have been creating loyal customers for over 20 years now....

Full Story

Practice Management, Workflow tools

Intuit ProSeries eSignature Review/Sign

October 6, 2015 (Last Modified: January 19, 2017) / Scott Cytron
Intuit ProSeries eSignature Review/SignWatch this video for a look at what your client sees when given an eSignature.
Practice Management, Workflow tools

4 Must-Use ProSeries Features for Extension Season

September 16, 2015 (Last Modified: August 9, 2019) / Majaliwa Bass
4 Must-Use ProSeries Features for Extension SeasonTax season can be a challenge – and it’s not because you’re doing taxes. It’s everything you have to do that’s not taxes, including collecting documents and signatures, sending clients reminders, and collecting payment. Add on to that tax law...

Full Story

Tax Law and News

ACA Interactive: Interview Guide for ProSeries® Professionals

September 2, 2015 (Last Modified: October 19, 2017) / Scott Cytron
ACA Interactive: Interview Guide for ProSeries® ProfessionalsWelcome ACA Interactive will guide you through provisions of the Affordable Care Act including coverage and exemptions, as well as program input steps. Highlights for Tax Preparers of 2014 Returns Reporting – Only clients that have purchased insurance through the...

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